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Disclosery

Avestar Capital, LLC: PDBC position timeline

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

Avestar Capital, LLC held 368,802 PDBC 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 368,802 shares
    Change vs previous 13F +20,963 shares

    0.35% of the 13F portfolio, value $5,856,576.

    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 347,839 shares
    Change vs previous 13F +190,267 shares

    0.41% of the 13F portfolio, value $6,024,571.

    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 157,572 shares
    Change vs previous 13F -89,135 shares

    0.14% of the 13F portfolio, value $2,087,829.

    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 246,707 shares
    Change vs previous 13F +85,257 shares

    0.24% of the 13F portfolio, value $3,313,275.

    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 161,450 shares
    Change vs previous 13F +30,634 shares

    0.15% of the 13F portfolio, value $2,105,308.

    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 130,816 shares
    Change vs previous 13F -36,808 shares

    0.17% of the 13F portfolio, value $1,783,022.

    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 167,624 shares
    Change vs previous 13F +112,624 shares

    0.2% of the 13F portfolio, value $2,177,436.

    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 55,000 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $738,650.

    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).