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Avantra Family Wealth, Inc.: TLH position timeline

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

Avantra Family Wealth, Inc. held 5,990 TLH 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 5,990 shares
    Change vs previous 13F -433 shares

    0.38% of the 13F portfolio, value $601,096.

    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 6,423 shares
    Change vs previous 13F +32 shares

    0.48% of the 13F portfolio, value $646,925.

    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 6,391 shares
    Change vs previous 13F -5 shares

    0.47% of the 13F portfolio, value $649,773.

    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 6,396 shares
    Change vs previous 13F +1,866 shares

    0.49% of the 13F portfolio, value $658,724.

    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 4,530 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $460,248.

    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).