Skip to content
Disclosery

Avantra Family Wealth, Inc.: IEMG position timeline

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

Avantra Family Wealth, Inc. held 13,164 IEMG 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 13,164 shares
    Change vs previous 13F -4,934 shares

    0.7% of the 13F portfolio, value $1,090,506.

    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 18,098 shares
    Change vs previous 13F +182 shares

    0.94% of the 13F portfolio, value $1,262,336.

    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 17,916 shares
    Change vs previous 13F +2,036 shares

    0.87% of the 13F portfolio, value $1,204,314.

    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 15,880 shares
    Change vs previous 13F +5,978 shares

    0.78% of the 13F portfolio, value $1,046,810.

    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 9,902 shares
    Change vs previous 13F +5,213 shares

    0.49% of the 13F portfolio, value $594,417.

    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 4,689 shares
    Change vs previous 13F +704 shares

    0.24% of the 13F portfolio, value $253,065.

    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 3,985 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $208,097.

    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).