AVTR β€” AVANTOR INC COM

Ownership history in Cornerstone Planning Group LLC  Β·  6 quarters on record

AI Ownership Summary

Cornerstone Planning Group LLC reported AVANTOR INC COM (AVTR) in 6 quarterly 13F filings from 2024 Q2 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 Cornerstone Planning Group 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 Q2

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

Time in book
Holding Window
2024 Q2 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 Cornerstone Planning Group LLC held AVTR β€” position size vs. price
% of Fund (quarterly)    AVTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 40 -4 -9.1% 0.00% $442 2025-11-04 $11.58
2025 Q2 REDUCED 44 -17 -27.9% 0.00% $512 2025-08-11 $12.10
2025 Q1 ADDED 61 +16 +35.6% 0.00% $944 2025-04-30 $12.99
2024 Q4 UNCHANGED 45 β€” 0% 0.00% $1K 2025-01-29 $21.49
2024 Q3 UNCHANGED 45 β€” 0% 0.00% $1K 2024-11-05 $22.77
2024 Q2 INITIATED 45 β€” β€” 0.00% $1K 2024-08-13 $25.24

FAQ About Cornerstone Planning Group 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 Cornerstone Planning Group LLC reported owning AVTR?

Cornerstone Planning Group LLC reported AVTR across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported AVTR position in Cornerstone Planning Group LLC's portfolio?

The largest reported portfolio weight for AVTR was 0.00% in 2024 Q2.

What is the latest reported AVTR position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Planning Group LLC reported 40 shares, equal to 0.00% of portfolio, with an estimated market value of $442.

What does the chart on this AVTR ownership page compare?

The chart compares Cornerstone Planning Group 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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