Skip to content
Disclosery

Avestar Capital, LLC: IWM position timeline

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

Avestar Capital, LLC held 11,368 IWM 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 11,368 shares
    Change vs previous 13F +118 shares

    0.2% of the 13F portfolio, value $3,415,516.

    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 11,250 shares
    Change vs previous 13F +1,551 shares

    0.19% of the 13F portfolio, value $2,790,000.

    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 9,699 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,387,506.

    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 9,699 shares
    Change vs previous 13F +4,119 shares

    0.17% of the 13F portfolio, value $2,346,770.

    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 5,580 shares
    Change vs previous 13F +397 shares

    0.09% of the 13F portfolio, value $1,204,108.

    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 5,183 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,033,957.

    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).