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Avestar Capital, LLC: IBM position timeline

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

Avestar Capital, LLC held 9,641 IBM 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 9,641 shares
    Change vs previous 13F +3,757 shares

    0.16% of the 13F portfolio, value $2,711,120.

    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 5,884 shares
    Change vs previous 13F -194 shares

    0.1% of the 13F portfolio, value $1,426,443.

    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 6,078 shares
    Change vs previous 13F +290 shares

    0.12% of the 13F portfolio, value $1,800,634.

    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 5,788 shares
    Change vs previous 13F -1,337 shares

    0.12% of the 13F portfolio, value $1,633,399.

    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 7,125 shares
    Change vs previous 13F +1,264 shares

    0.15% of the 13F portfolio, value $2,100,308.

    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 5,861 shares
    Change vs previous 13F +688 shares

    0.14% of the 13F portfolio, value $1,457,396.

    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 5,173 shares
    Change vs previous 13F +569 shares

    0.1% of the 13F portfolio, value $1,137,181.

    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 4,604 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,017,852.

    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).