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Disclosery

Avestar Capital, LLC: IVV position timeline

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

Avestar Capital, LLC held 27,013 IVV 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 27,013 shares
    Change vs previous 13F -5,015 shares

    1.2% of the 13F portfolio, value $20,229,788.

    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 32,028 shares
    Change vs previous 13F -98 shares

    1.43% of the 13F portfolio, value $20,921,101.

    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 32,126 shares
    Change vs previous 13F -730 shares

    1.51% of the 13F portfolio, value $22,004,902.

    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 32,856 shares
    Change vs previous 13F -1,166 shares

    1.57% of the 13F portfolio, value $21,990,729.

    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 34,022 shares
    Change vs previous 13F +14,371 shares

    1.54% of the 13F portfolio, value $21,124,260.

    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 19,651 shares
    Change vs previous 13F -1,732 shares

    1.05% of the 13F portfolio, value $11,041,897.

    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 21,383 shares
    Change vs previous 13F +8,398 shares

    1.14% of the 13F portfolio, value $12,587,744.

    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 12,985 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,490,008.

    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).