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CIK 0001774744 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("avantra-family-wealth-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001951757-25-001216 |
| $133.6M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001073 | $156.7M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000928 | $121.1M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000689 | $134.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000405 | $104.2M | View |