Aventura Private Wealth, LLC BTG β€” B2GOLD CORP COM

Ownership history in Aventura Private Wealth, LLC  Β·  3 quarters on record

AI Ownership Summary

Aventura Private Wealth, LLC reported B2GOLD CORP COM (BTG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows BTG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aventura Private Wealth, LLC's position in B2GOLD CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aventura Private Wealth, LLC held BTG β€” position size vs. price
% of Fund (quarterly)    BTG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 12,189 β€” 0% 0.01% $46K 2026-07-15 $3.80
2026 Q1 UNCHANGED β€” β€” β€” 12,189 β€” 0% 0.02% $55K 2026-05-06 $4.46
2025 Q4 INITIATED β€” β€” β€” 12,189 β€” β€” 0.02% $60K 2026-01-07 $4.38

FAQ About Aventura Private Wealth, LLC and BTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aventura Private Wealth, LLC reported owning BTG?

Aventura Private Wealth, LLC reported BTG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BTG position in Aventura Private Wealth, LLC's portfolio?

The largest reported portfolio weight for BTG was 0.02% in 2025 Q4.

What is the latest reported BTG position on this page?

The most recent filing on this page is 2026 Q2, when Aventura Private Wealth, LLC reported 12,189 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this BTG ownership page compare?

The chart compares Aventura Private Wealth, LLC's quarterly BTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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