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Disclosery

Avestar Capital, LLC: IWB position timeline

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

Avestar Capital, LLC held 19,539 IWB 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 19,539 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $8,001,221.

    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 19,539 shares
    Change vs previous 13F -160 shares

    0.48% of the 13F portfolio, value $6,966,826.

    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 19,699 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $7,356,395.

    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 19,699 shares
    Change vs previous 13F -2,159 shares

    0.51% of the 13F portfolio, value $7,199,591.

    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 21,858 shares
    Change vs previous 13F +1,096 shares

    0.54% of the 13F portfolio, value $7,422,321.

    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).

  6. period ended2025-03-31
    13F 20,762 shares
    Change vs previous 13F -1,999 shares

    0.61% of the 13F portfolio, value $6,368,536.

    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 22,761 shares
    Change vs previous 13F -293 shares

    0.67% of the 13F portfolio, value $7,332,684.

    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 23,054 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $7,247,947.

    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).