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Disclosery

Avestar Capital, LLC: JPM position timeline

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

Avestar Capital, LLC held 33,125 JPM 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 33,125 shares
    Change vs previous 13F -201 shares

    0.64% of the 13F portfolio, value $10,842,936.

    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 33,326 shares
    Change vs previous 13F +4,352 shares

    0.67% of the 13F portfolio, value $9,803,348.

    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 28,974 shares
    Change vs previous 13F -474 shares

    0.64% of the 13F portfolio, value $9,336,041.

    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 29,448 shares
    Change vs previous 13F -2,875 shares

    0.66% of the 13F portfolio, value $9,289,007.

    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 32,323 shares
    Change vs previous 13F +2,807 shares

    0.68% of the 13F portfolio, value $9,370,761.

    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 29,516 shares
    Change vs previous 13F +2,065 shares

    0.69% of the 13F portfolio, value $7,240,275.

    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 27,451 shares
    Change vs previous 13F +2,030 shares

    0.6% of the 13F portfolio, value $6,580,279.

    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 25,421 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,360,272.

    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).