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Disclosery

Avestar Capital, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avestar Capital, LLC on ACWI, newest first. How the timeline and the estimate are built.

Avestar Capital, LLC held 190,128 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,128 shares
    Change vs previous 13F +13,485 shares

    1.77% of the 13F portfolio, value $29,844,360.

    13F-HR 0001172661-26-002931 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 176,643 shares
    Change vs previous 13F +54,666 shares

    1.67% of the 13F portfolio, value $24,442,092.

    13F-HR 0001172661-26-001783 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 121,977 shares
    Change vs previous 13F -4,740 shares

    1.19% of the 13F portfolio, value $17,258,526.

    13F-HR 0001172661-26-000595 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 126,717 shares
    Change vs previous 13F +3,422 shares

    1.25% of the 13F portfolio, value $17,517,358.

    13F-HR 0001172661-25-004634 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 123,295 shares
    Change vs previous 13F +76,026 shares

    1.16% of the 13F portfolio, value $15,855,737.

    13F-HR 0001172661-25-003198 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,269 shares
    Change vs previous 13F +31,847 shares

    0.52% of the 13F portfolio, value $5,501,639.

    13F-HR 0001172661-25-001854 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,422 shares
    Change vs previous 13F +6,449 shares

    0.16% of the 13F portfolio, value $1,812,085.

    13F-HR 0001172661-25-000413 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,973 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,072,722.

    13F-HR 0001172661-24-004603 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).