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Avantra Family Wealth, Inc.: QJUN position timeline

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

Avantra Family Wealth, Inc. held 32,581 QJUN 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 32,581 shares
    Change vs previous 13F +424 shares

    0.7% of the 13F portfolio, value $1,100,778.

    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 32,157 shares
    Change vs previous 13F +508 shares

    0.75% of the 13F portfolio, value $1,004,745.

    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 31,649 shares
    Change vs previous 13F +1,735 shares

    0.73% of the 13F portfolio, value $1,007,688.

    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 29,914 shares
    Change vs previous 13F -303 shares

    0.7% of the 13F portfolio, value $930,625.

    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 30,217 shares
    Change vs previous 13F +1,701 shares

    0.74% of the 13F portfolio, value $893,517.

    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 28,516 shares
    Change vs previous 13F +580 shares

    0.72% of the 13F portfolio, value $754,248.

    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 27,936 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $783,046.

    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).