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Disclosery

Avantra Family Wealth, Inc.: HSY position timeline

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

Avantra Family Wealth, Inc. held 1,477 HSY 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 1,477 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $259,082.

    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 1,475 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $306,617.

    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 1,473 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $268,142.

    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 1,542 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $288,411.

    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 1,540 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $255,615.

    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 1,539 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $263,148.

    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 1,537 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $260,281.

    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).