Position in AVTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,390
-$4,336 QoQ
Shares Held
305
-48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Parkside Financial Bank & Trust holds $1,907,747 across 27 Medical Instruments & Supplies names. AVTR ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,202 | $554,109 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,314 | $329,340 | |
| 3 | BDX |
Becton Dickinson & Co
|
1,832 | $288,044 | |
| 4 | ALGN |
Align Technology Inc
|
829 | $142,115 | |
| 5 | RGEN |
Repligen Corp
|
1,099 | $129,483 | |
| 6 | RMD |
Resmed Inc
|
476 | $106,851 | |
| 7 | COO |
Cooper Companies, Inc.
|
977 | $69,855 | |
| 8 | SOLV |
Solventum Corp
|
914 | $59,683 |
All Filings in AVTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,390 | 305 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,726 | 587 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,759 | 782 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,412 | 625 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,617 | 655 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,734 | 1,079 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,433 | 1,447 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,044 | 1,370 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $35,030 | 1,370 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $4,884 | 214 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,016 | 238 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,634 | 177 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,958 | 140 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,657 | 126 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,155 | 212 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $746 | 24 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $21,441 | 634 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,417 | 793 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $32,065 | 784 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $27,626 | 778 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $16,432 | 568 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $197 | 7 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $157 | 7 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||