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Avestar Capital, LLC: AEE position timeline

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

Avestar Capital, LLC held 9,906 AEE 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 9,906 shares
    Change vs previous 13F -3,327 shares

    0.07% of the 13F portfolio, value $1,119,952.

    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 13,233 shares
    Change vs previous 13F -51 shares

    0.1% of the 13F portfolio, value $1,454,571.

    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 13,284 shares
    Change vs previous 13F +5,062 shares

    0.09% of the 13F portfolio, value $1,326,540.

    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 8,222 shares
    Change vs previous 13F +1,135 shares

    0.06% of the 13F portfolio, value $858,212.

    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 7,087 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $680,635.

    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).