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Disclosery

Avestar Capital, LLC: SCHC position timeline

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

Avestar Capital, LLC held 25,240 SCHC 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 25,240 shares
    Change vs previous 13F +1,187 shares

    0.07% of the 13F portfolio, value $1,214,549.

    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 24,053 shares
    Change vs previous 13F +42 shares

    0.08% of the 13F portfolio, value $1,124,237.

    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 24,011 shares
    Change vs previous 13F +169 shares

    0.08% of the 13F portfolio, value $1,093,221.

    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 23,842 shares
    Change vs previous 13F -495 shares

    0.08% of the 13F portfolio, value $1,085,049.

    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 24,337 shares
    Change vs previous 13F +5,244 shares

    0.08% of the 13F portfolio, value $1,036,513.

    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 19,093 shares
    Change vs previous 13F -6,514 shares

    0.07% of the 13F portfolio, value $685,057.

    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 25,607 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $879,088.

    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).