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Avantra Family Wealth, Inc.: SSNC position timeline

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

Avantra Family Wealth, Inc. held 5,202 SSNC 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 5,202 shares
    Change vs previous 13F -8,934 shares

    0.21% of the 13F portfolio, value $322,784.

    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 14,136 shares
    Change vs previous 13F -1,039 shares

    0.71% of the 13F portfolio, value $955,170.

    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 15,175 shares
    Change vs previous 13F +239 shares

    0.96% of the 13F portfolio, value $1,326,599.

    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 14,936 shares
    Change vs previous 13F -453 shares

    0.99% of the 13F portfolio, value $1,325,719.

    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 15,389 shares
    Change vs previous 13F +503 shares

    1.05% of the 13F portfolio, value $1,274,209.

    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 14,886 shares
    Change vs previous 13F +2,060 shares

    1.19% of the 13F portfolio, value $1,243,428.

    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 12,826 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $971,954.

    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).