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Disclosery

Avestar Capital, LLC: COST position timeline

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

Avestar Capital, LLC held 5,668 COST 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 5,668 shares
    Change vs previous 13F +39 shares

    0.31% of the 13F portfolio, value $5,302,335.

    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 5,629 shares
    Change vs previous 13F +268 shares

    0.38% of the 13F portfolio, value $5,609,113.

    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 5,361 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $4,623,343.

    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 5,295 shares
    Change vs previous 13F -292 shares

    0.35% of the 13F portfolio, value $4,901,645.

    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 5,587 shares
    Change vs previous 13F +397 shares

    0.4% of the 13F portfolio, value $5,531,783.

    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 5,190 shares
    Change vs previous 13F +589 shares

    0.47% of the 13F portfolio, value $4,909,114.

    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 4,601 shares
    Change vs previous 13F +448 shares

    0.38% of the 13F portfolio, value $4,215,892.

    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 4,153 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,682,335.

    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).