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Avantra Family Wealth, Inc.: MPC position timeline

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

Avantra Family Wealth, Inc. held 8,141 MPC 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 8,141 shares
    Change vs previous 13F -1,569 shares

    1.33% of the 13F portfolio, value $2,081,409.

    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 9,710 shares
    Change vs previous 13F +507 shares

    1.76% of the 13F portfolio, value $2,370,988.

    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 9,203 shares
    Change vs previous 13F +219 shares

    1.09% of the 13F portfolio, value $1,496,684.

    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 8,984 shares
    Change vs previous 13F +98 shares

    1.3% of the 13F portfolio, value $1,731,576.

    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 8,886 shares
    Change vs previous 13F +141 shares

    1.22% of the 13F portfolio, value $1,476,053.

    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 8,745 shares
    Change vs previous 13F +224 shares

    1.22% of the 13F portfolio, value $1,274,059.

    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 8,521 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,188,680.

    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).