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Disclosery

Avestar Capital, LLC: SCHG position timeline

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

Avestar Capital, LLC held 107,024 SCHG 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 107,024 shares
    Change vs previous 13F -1,486 shares

    0.21% of the 13F portfolio, value $3,621,692.

    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 108,510 shares
    Change vs previous 13F +2,783 shares

    0.22% of the 13F portfolio, value $3,160,896.

    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 105,727 shares
    Change vs previous 13F +63 shares

    0.24% of the 13F portfolio, value $3,448,815.

    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 105,664 shares
    Change vs previous 13F -2,275 shares

    0.24% of the 13F portfolio, value $3,371,738.

    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 107,939 shares
    Change vs previous 13F -53,181 shares

    0.23% of the 13F portfolio, value $3,152,898.

    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 161,120 shares
    Change vs previous 13F -35,369 shares

    0.38% of the 13F portfolio, value $4,034,445.

    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 196,489 shares
    Change vs previous 13F +155,319 shares

    0.5% of the 13F portfolio, value $5,476,148.

    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 41,170 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,289,091.

    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).