AVTR β€” AVANTOR INC COM

Ownership history in Bogart Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported AVANTOR INC COM (AVTR) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows AVTR 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 AVTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bogart Wealth, LLC's position in AVANTOR INC 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Bogart Wealth, LLC held AVTR β€” position size vs. price
% of Fund (quarterly)    AVTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 42 +4 +10.5% 0.00% $524 2025-10-27 $15.11
2025 Q2 ADDED 38 +6 +18.8% 0.00% $511 2025-07-30 $13.80
2025 Q1 REDUCED 32 -130 -80.2% 0.00% $519 2025-05-02 $12.87
2024 Q4 INITIATED 162 β€” β€” 0.00% $3K 2025-01-30 $22.22

FAQ About Bogart Wealth, LLC and AVTR

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

How long has Bogart Wealth, LLC reported owning AVTR?

Bogart Wealth, LLC reported AVTR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported AVTR position in Bogart Wealth, LLC's portfolio?

The largest reported portfolio weight for AVTR was 0.00% in 2024 Q4.

What is the latest reported AVTR position on this page?

The most recent filing on this page is 2025 Q3, when Bogart Wealth, LLC reported 42 shares, equal to 0.00% of portfolio, with an estimated market value of $524.

What does the chart on this AVTR ownership page compare?

The chart compares Bogart Wealth, LLC's quarterly AVTR 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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