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Avantra Family Wealth, Inc.: V position timeline

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

Avantra Family Wealth, Inc. held 1,439 V 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 1,439 shares
    Change vs previous 13F -1,769 shares

    0.32% of the 13F portfolio, value $493,707.

    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 3,208 shares
    Change vs previous 13F -1,061 shares

    0.72% of the 13F portfolio, value $969,586.

    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 4,269 shares
    Change vs previous 13F +16 shares

    1.09% of the 13F portfolio, value $1,497,181.

    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 4,253 shares
    Change vs previous 13F -484 shares

    1.09% of the 13F portfolio, value $1,451,889.

    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 4,737 shares
    Change vs previous 13F -73 shares

    1.39% of the 13F portfolio, value $1,681,872.

    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 4,810 shares
    Change vs previous 13F +59 shares

    1.62% of the 13F portfolio, value $1,685,713.

    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 4,751 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,501,506.

    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).