Skip to content
Disclosery

Avantra Family Wealth, Inc.: IVE position timeline

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

Avantra Family Wealth, Inc. held 7,555 IVE 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 7,555 shares
    Change vs previous 13F +700 shares

    1.09% of the 13F portfolio, value $1,715,438.

    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 6,855 shares
    Change vs previous 13F -254 shares

    1.08% of the 13F portfolio, value $1,447,433.

    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 7,109 shares
    Change vs previous 13F -26 shares

    1.09% of the 13F portfolio, value $1,507,606.

    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 7,135 shares
    Change vs previous 13F +5,917 shares

    1.1% of the 13F portfolio, value $1,473,449.

    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 1,218 shares
    Change vs previous 13F -2,265 shares

    0.2% of the 13F portfolio, value $238,022.

    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 3,483 shares
    Change vs previous 13F +256 shares

    0.64% of the 13F portfolio, value $663,790.

    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 3,227 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $615,970.

    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).