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Aventura Private Wealth, LLC: MFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aventura Private Wealth, LLC on MFIC, newest first. How the timeline and the estimate are built.

Aventura Private Wealth, LLC held 656 MFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 656 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $6,615.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, LLC
    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 636 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $7,152.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, LLC
    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 619 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $7,079.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, LLC
    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 599 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $7,180.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, LLC
    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 581 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $7,329.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, LLC
    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 564 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $7,249.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, LLC
    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 548 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,391.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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