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Disclosery

Avestar Capital, LLC: FNDX position timeline

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

Avestar Capital, LLC held 52,552 FNDX 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 52,552 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,634,367.

    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 52,552 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $1,463,573.

    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 52,546 shares
    Change vs previous 13F -3,216 shares

    0.1% of the 13F portfolio, value $1,429,777.

    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 55,762 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,466,541.

    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 55,762 shares
    Change vs previous 13F -1,306 shares

    0.1% of the 13F portfolio, value $1,368,399.

    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 57,068 shares
    Change vs previous 13F +5,464 shares

    0.13% of the 13F portfolio, value $1,347,375.

    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 51,604 shares
    Change vs previous 13F +37,093 shares

    0.11% of the 13F portfolio, value $1,221,983.

    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 14,511 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,041,309.

    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).