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Avantra Family Wealth, Inc.: WCC position timeline

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

Avantra Family Wealth, Inc. held 3,257 WCC 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 3,257 shares
    Change vs previous 13F -39 shares

    0.72% of the 13F portfolio, value $1,125,066.

    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 3,296 shares
    Change vs previous 13F +2,034 shares

    0.67% of the 13F portfolio, value $901,852.

    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 1,262 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $308,736.

    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 1,250 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $264,375.

    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).