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Disclosery

Avestar Capital, LLC: AXP position timeline

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

Avestar Capital, LLC held 6,845 AXP 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 6,845 shares
    Change vs previous 13F +505 shares

    0.14% of the 13F portfolio, value $2,315,241.

    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 6,340 shares
    Change vs previous 13F -8 shares

    0.13% of the 13F portfolio, value $1,917,876.

    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 6,348 shares
    Change vs previous 13F +45 shares

    0.16% of the 13F portfolio, value $2,348,627.

    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 6,303 shares
    Change vs previous 13F -126 shares

    0.15% of the 13F portfolio, value $2,093,774.

    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 6,429 shares
    Change vs previous 13F +186 shares

    0.15% of the 13F portfolio, value $2,050,722.

    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 6,243 shares
    Change vs previous 13F +909 shares

    0.16% of the 13F portfolio, value $1,679,679.

    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 5,334 shares
    Change vs previous 13F +448 shares

    0.14% of the 13F portfolio, value $1,583,078.

    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 4,886 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,325,083.

    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).