Skip to content
Disclosery

Avantra Family Wealth, Inc.: ICE position timeline

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

Avantra Family Wealth, Inc. held 8,507 ICE 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 8,507 shares
    Change vs previous 13F -191 shares

    0.67% of the 13F portfolio, value $1,047,297.

    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 8,698 shares
    Change vs previous 13F +2,986 shares

    1.02% of the 13F portfolio, value $1,368,021.

    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 5,712 shares
    Change vs previous 13F +323 shares

    0.67% of the 13F portfolio, value $925,116.

    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 5,389 shares
    Change vs previous 13F +112 shares

    0.68% of the 13F portfolio, value $907,939.

    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 5,277 shares
    Change vs previous 13F -50 shares

    0.8% of the 13F portfolio, value $968,171.

    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 5,327 shares
    Change vs previous 13F +618 shares

    0.88% of the 13F portfolio, value $918,908.

    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 4,709 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $701,688.

    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).