Skip to content
Disclosery

Aventura Private Wealth, LLC: TFI position timeline

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

Aventura Private Wealth, LLC held 7,954 TFI 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 7,954 shares
    Change vs previous 13F -111 shares

    0.11% of the 13F portfolio, value $364,293.

    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 8,065 shares
    Change vs previous 13F -3,650 shares

    0.13% of the 13F portfolio, value $365,667.

    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 11,715 shares
    Change vs previous 13F -1,761 shares

    0.19% of the 13F portfolio, value $535,493.

    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 13,476 shares
    Change vs previous 13F -1,265 shares

    0.23% of the 13F portfolio, value $614,101.

    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 14,741 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $658,480.

    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 14,741 shares
    Change vs previous 13F -4,005 shares

    0.35% of the 13F portfolio, value $664,377.

    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 18,746 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $855,193.

    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).