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Avantra Family Wealth, Inc.: GOOGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantra Family Wealth, Inc. on GOOGL, newest first. How the timeline and the estimate are built.

Avantra Family Wealth, Inc. held 8,339 GOOGL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,339 shares
    Change vs previous 13F +251 shares

    1.9% of the 13F portfolio, value $2,980,142.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,088 shares
    Change vs previous 13F +155 shares

    1.73% of the 13F portfolio, value $2,325,778.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,933 shares
    Change vs previous 13F +243 shares

    1.8% of the 13F portfolio, value $2,482,977.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,690 shares
    Change vs previous 13F -41 shares

    1.4% of the 13F portfolio, value $1,869,365.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,731 shares
    Change vs previous 13F -169 shares

    1.13% of the 13F portfolio, value $1,362,351.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,900 shares
    Change vs previous 13F -464 shares

    1.17% of the 13F portfolio, value $1,221,700.

    13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,364 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,583,318.

    13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).