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Disclosery

Avestar Capital, LLC: IVE position timeline

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

Avestar Capital, LLC held 21,888 IVE 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 21,888 shares
    Change vs previous 13F -1,278 shares

    0.29% of the 13F portfolio, value $4,969,976.

    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 23,166 shares
    Change vs previous 13F -223 shares

    0.34% of the 13F portfolio, value $4,891,582.

    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 23,389 shares
    Change vs previous 13F -427 shares

    0.34% of the 13F portfolio, value $4,960,284.

    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 23,816 shares
    Change vs previous 13F -3,087 shares

    0.35% of the 13F portfolio, value $4,918,316.

    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 26,903 shares
    Change vs previous 13F -882 shares

    0.38% of the 13F portfolio, value $5,257,458.

    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 27,785 shares
    Change vs previous 13F -3,706 shares

    0.5% of the 13F portfolio, value $5,295,337.

    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 31,491 shares
    Change vs previous 13F -3,810 shares

    0.55% of the 13F portfolio, value $6,011,074.

    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 35,301 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,960,372.

    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).