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Disclosery

Avestar Capital, LLC: IAUM position timeline

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

Avestar Capital, LLC held 365,566 IAUM 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 365,566 shares
    Change vs previous 13F -2,187 shares

    0.87% of the 13F portfolio, value $14,626,296.

    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 367,753 shares
    Change vs previous 13F +13,238 shares

    1.18% of the 13F portfolio, value $17,174,065.

    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 354,515 shares
    Change vs previous 13F +55,666 shares

    1.05% of the 13F portfolio, value $15,240,600.

    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 298,849 shares
    Change vs previous 13F -5,071 shares

    0.82% of the 13F portfolio, value $11,505,687.

    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 303,920 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $10,026,321.

    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).