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Disclosery

Avestar Capital, LLC: JEPI position timeline

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

Avestar Capital, LLC held 36,611 JEPI 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 36,611 shares
    Change vs previous 13F +618 shares

    0.12% of the 13F portfolio, value $2,067,789.

    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 35,993 shares
    Change vs previous 13F -49 shares

    0.14% of the 13F portfolio, value $2,040,083.

    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 36,042 shares
    Change vs previous 13F -7,641 shares

    0.14% of the 13F portfolio, value $2,078,437.

    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 43,683 shares
    Change vs previous 13F -1,023 shares

    0.18% of the 13F portfolio, value $2,494,299.

    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 44,706 shares
    Change vs previous 13F -314 shares

    0.19% of the 13F portfolio, value $2,541,536.

    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 45,020 shares
    Change vs previous 13F -3,164 shares

    0.24% of the 13F portfolio, value $2,572,443.

    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 48,184 shares
    Change vs previous 13F -1,406 shares

    0.25% of the 13F portfolio, value $2,791,048.

    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 49,590 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,951,101.

    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).