Avantra Family Wealth, Inc.: QMMY position timeline

Avantra Family Wealth, Inc. held 78,856 QMMY 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 78,856 shares

   Change vs previous 13F +718 shares

   1.33% of the 13F portfolio, value $2,088,895.

   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 78,138 shares

   Change vs previous 13F +2,087 shares

   1.44% of the 13F portfolio, value $1,940,409.

   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 ended2025-12-31

   13F 76,051 shares

   Change vs previous 13F +2,802 shares

   1.38% of the 13F portfolio, value $1,904,104.

   13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, Inc.
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 73,249 shares

   Change vs previous 13F -118,067 shares

   1.34% of the 13F portfolio, value $1,793,868.

   13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 191,316 shares

   Change vs previous 13F not available

   3.71% of the 13F portfolio, value $4,494,013.

   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).