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Avantra Family Wealth, Inc.: LHX position timeline

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

Avantra Family Wealth, Inc. held 4,231 LHX 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 4,231 shares
    Change vs previous 13F +326 shares

    0.78% of the 13F portfolio, value $1,229,486.

    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 3,905 shares
    Change vs previous 13F -385 shares

    1% of the 13F portfolio, value $1,347,811.

    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 4,290 shares
    Change vs previous 13F +83 shares

    0.91% of the 13F portfolio, value $1,259,415.

    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 4,207 shares
    Change vs previous 13F -529 shares

    0.96% of the 13F portfolio, value $1,284,860.

    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 4,736 shares
    Change vs previous 13F +117 shares

    0.98% of the 13F portfolio, value $1,187,978.

    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 4,619 shares
    Change vs previous 13F +181 shares

    0.93% of the 13F portfolio, value $966,803.

    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 4,438 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $933,223.

    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).