Aventura Private Wealth, LLC PLG PLATINUM GROUP METALS LTD COM

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

AI Ownership Summary

Aventura Private Wealth, LLC reported PLATINUM GROUP METALS LTD COM (PLG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows PLG at 0.00% 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 PLG 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 PLATINUM GROUP METALS LTD 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

PLG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 PLG — position size vs. price
% of Fund (quarterly)    PLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 880 0% 0.00% $1K 2026-07-15 $1.30
2026 Q1 UNCHANGED 880 0% 0.00% $2K 2026-05-06 $1.86
2025 Q4 INITIATED 880 0.00% $2K 2026-01-07 $2.59

FAQ About Aventura Private Wealth, LLC and PLG

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 PLG?

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

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

The largest reported portfolio weight for PLG was 0.00% in 2025 Q4.

What is the latest reported PLG position on this page?

The most recent filing on this page is 2026 Q2, when Aventura Private Wealth, LLC reported 880 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this PLG ownership page compare?

The chart compares Aventura Private Wealth, LLC's quarterly PLG 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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