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Disclosery

Avestar Capital, LLC: SHOP position timeline

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

Avestar Capital, LLC held 16,923 SHOP 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 16,923 shares
    Change vs previous 13F -294 shares

    0.11% of the 13F portfolio, value $1,932,268.

    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 17,217 shares
    Change vs previous 13F +1,485 shares

    0.14% of the 13F portfolio, value $2,042,281.

    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 15,732 shares
    Change vs previous 13F +4,296 shares

    0.17% of the 13F portfolio, value $2,532,380.

    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 11,436 shares
    Change vs previous 13F +2,175 shares

    0.12% of the 13F portfolio, value $1,699,504.

    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 9,261 shares
    Change vs previous 13F +958 shares

    0.08% of the 13F portfolio, value $1,068,256.

    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 8,303 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $792,770.

    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 8,703 shares
    Change vs previous 13F +568 shares

    0.08% of the 13F portfolio, value $925,390.

    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 8,135 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $651,939.

    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).