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Disclosery

Avestar Capital, LLC: IVW position timeline

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

Avestar Capital, LLC held 66,325 IVW 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 66,325 shares
    Change vs previous 13F -1,063 shares

    0.54% of the 13F portfolio, value $9,121,611.

    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 67,388 shares
    Change vs previous 13F -459 shares

    0.52% of the 13F portfolio, value $7,622,326.

    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 67,847 shares
    Change vs previous 13F -2,390 shares

    0.57% of the 13F portfolio, value $8,362,873.

    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 70,237 shares
    Change vs previous 13F -3,331 shares

    0.61% of the 13F portfolio, value $8,479,127.

    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 73,568 shares
    Change vs previous 13F +2,199 shares

    0.59% of the 13F portfolio, value $8,099,894.

    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 71,369 shares
    Change vs previous 13F -11,672 shares

    0.63% of the 13F portfolio, value $6,625,232.

    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 83,041 shares
    Change vs previous 13F +626 shares

    0.77% of the 13F portfolio, value $8,431,205.

    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 82,415 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,891,286.

    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).