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Disclosery

Avestar Capital, LLC: EFG position timeline

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

Avestar Capital, LLC held 20,402 EFG 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 20,402 shares
    Change vs previous 13F -391 shares

    0.15% of the 13F portfolio, value $2,538,417.

    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 20,793 shares
    Change vs previous 13F -232 shares

    0.16% of the 13F portfolio, value $2,315,716.

    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 21,025 shares
    Change vs previous 13F -636 shares

    0.16% of the 13F portfolio, value $2,395,227.

    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 21,661 shares
    Change vs previous 13F -3,057 shares

    0.18% of the 13F portfolio, value $2,466,755.

    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 24,718 shares
    Change vs previous 13F +1,794 shares

    0.2% of the 13F portfolio, value $2,768,416.

    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 22,924 shares
    Change vs previous 13F -8,181 shares

    0.22% of the 13F portfolio, value $2,292,400.

    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 31,105 shares
    Change vs previous 13F -2,210 shares

    0.27% of the 13F portfolio, value $3,011,897.

    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 33,315 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,586,360.

    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).