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Aventura Private Wealth, LLC: SMR position timeline

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

Aventura Private Wealth, LLC held 6,409 SMR 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 6,409 shares
    Change vs previous 13F -3,016 shares

    0.02% of the 13F portfolio, value $64,280.

    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 9,425 shares
    Change vs previous 13F -497 shares

    0.04% of the 13F portfolio, value $102,167.

    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 9,922 shares
    Change vs previous 13F +940 shares

    0.05% of the 13F portfolio, value $140,595.

    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 8,982 shares
    Change vs previous 13F +6,762 shares

    0.12% of the 13F portfolio, value $323,352.

    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 2,220 shares
    Change vs previous 13F -1,766 shares

    0.04% of the 13F portfolio, value $87,823.

    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 3,986 shares
    Change vs previous 13F +1,556 shares

    0.03% of the 13F portfolio, value $56,442.

    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 2,430 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $43,570.

    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).