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Disclosery

Avestar Capital, LLC: KO position timeline

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

Avestar Capital, LLC held 37,837 KO 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 37,837 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $3,085,571.

    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 37,849 shares
    Change vs previous 13F +140 shares

    0.2% of the 13F portfolio, value $2,889,067.

    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 37,709 shares
    Change vs previous 13F +2,899 shares

    0.18% of the 13F portfolio, value $2,636,297.

    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 34,810 shares
    Change vs previous 13F -5,834 shares

    0.17% of the 13F portfolio, value $2,318,920.

    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 40,644 shares
    Change vs previous 13F +6,669 shares

    0.21% of the 13F portfolio, value $2,890,164.

    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 33,975 shares
    Change vs previous 13F +2,930 shares

    0.23% of the 13F portfolio, value $2,448,227.

    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 31,045 shares
    Change vs previous 13F +1,509 shares

    0.18% of the 13F portfolio, value $1,932,921.

    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 29,536 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,122,476.

    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).