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Disclosery

Avestar Capital, LLC: SGOL position timeline

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

Avestar Capital, LLC held 241,512 SGOL 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 241,512 shares
    Change vs previous 13F +4,337 shares

    0.55% of the 13F portfolio, value $9,233,004.

    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 237,175 shares
    Change vs previous 13F +9,318 shares

    0.72% of the 13F portfolio, value $10,582,749.

    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 227,857 shares
    Change vs previous 13F +46,745 shares

    0.64% of the 13F portfolio, value $9,360,366.

    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 181,112 shares
    Change vs previous 13F +30,098 shares

    0.48% of the 13F portfolio, value $6,666,733.

    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 151,014 shares
    Change vs previous 13F +39,695 shares

    0.35% of the 13F portfolio, value $4,762,982.

    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 111,319 shares
    Change vs previous 13F +1,464 shares

    0.32% of the 13F portfolio, value $3,319,533.

    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 109,855 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,751,868.

    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).