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Avestar Capital, LLC: BRK-B position timeline

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

Avestar Capital, LLC held 21,182 BRK-B 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 21,182 shares
    Change vs previous 13F +1,236 shares

    0.63% of the 13F portfolio, value $10,599,275.

    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 19,946 shares
    Change vs previous 13F +619 shares

    0.65% of the 13F portfolio, value $9,558,138.

    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 19,327 shares
    Change vs previous 13F +47 shares

    0.67% of the 13F portfolio, value $9,714,732.

    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 19,280 shares
    Change vs previous 13F -1,682 shares

    0.69% of the 13F portfolio, value $9,692,842.

    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 20,962 shares
    Change vs previous 13F +1,080 shares

    0.74% of the 13F portfolio, value $10,182,711.

    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 19,882 shares
    Change vs previous 13F +2,286 shares

    1.01% of the 13F portfolio, value $10,588,756.

    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 17,596 shares
    Change vs previous 13F +2,116 shares

    0.72% of the 13F portfolio, value $7,975,915.

    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 15,480 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,124,825.

    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).