Avantra Family Wealth, Inc.: IFF position timeline

Avantra Family Wealth, Inc. held 5,706 IFF 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 5,706 shares

   Change vs previous 13F +1,349 shares

   0.29% of the 13F portfolio, value $452,029.

   13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,357 shares

   Change vs previous 13F +4,357 shares

   0.24% of the 13F portfolio, value $316,100.

   13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,776 shares

   13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-03-31

   13F 2,776 shares

   Change vs previous 13F +335 shares

   0.21% of the 13F portfolio, value $215,445.

   13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 2,441 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $206,387.

   13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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