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Disclosery

Avestar Capital, LLC: CRM position timeline

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

Avestar Capital, LLC held 6,137 CRM 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 6,137 shares
    Change vs previous 13F -1,932 shares

    0.06% of the 13F portfolio, value $962,997.

    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 8,069 shares
    Change vs previous 13F -2,541 shares

    0.1% of the 13F portfolio, value $1,506,248.

    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 10,610 shares
    Change vs previous 13F -529 shares

    0.19% of the 13F portfolio, value $2,813,273.

    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 11,139 shares
    Change vs previous 13F -495 shares

    0.19% of the 13F portfolio, value $2,642,879.

    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 11,634 shares
    Change vs previous 13F +1,054 shares

    0.23% of the 13F portfolio, value $3,175,917.

    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 10,580 shares
    Change vs previous 13F +446 shares

    0.27% of the 13F portfolio, value $2,839,249.

    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 10,134 shares
    Change vs previous 13F +567 shares

    0.31% of the 13F portfolio, value $3,388,470.

    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 9,567 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,618,584.

    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).