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Disclosery

Avestar Capital, LLC: PM position timeline

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

Avestar Capital, LLC held 76,669 PM 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 76,669 shares
    Change vs previous 13F +6,920 shares

    0.82% of the 13F portfolio, value $13,870,129.

    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 69,749 shares
    Change vs previous 13F +42,615 shares

    0.79% of the 13F portfolio, value $11,562,205.

    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 27,134 shares
    Change vs previous 13F +2,019 shares

    0.3% of the 13F portfolio, value $4,352,424.

    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 25,115 shares
    Change vs previous 13F -800 shares

    0.29% of the 13F portfolio, value $4,073,790.

    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 25,915 shares
    Change vs previous 13F -9,206 shares

    0.35% of the 13F portfolio, value $4,747,118.

    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 35,121 shares
    Change vs previous 13F +12,105 shares

    0.53% of the 13F portfolio, value $5,602,086.

    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 23,016 shares
    Change vs previous 13F +1,229 shares

    0.25% of the 13F portfolio, value $2,770,909.

    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 21,787 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,645,009.

    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).