Skip to content
Disclosery

Avestar Capital, LLC: SPY position timeline

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

Avestar Capital, LLC held 63,237 SPY 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 63,237 shares
    Change vs previous 13F +9,124 shares

    2.79% of the 13F portfolio, value $47,223,745.

    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 54,113 shares
    Change vs previous 13F +12,046 shares

    2.41% of the 13F portfolio, value $35,192,166.

    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 42,067 shares
    Change vs previous 13F -6,432 shares

    1.97% of the 13F portfolio, value $28,686,619.

    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 48,499 shares
    Change vs previous 13F +11,488 shares

    2.31% of the 13F portfolio, value $32,309,574.

    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 37,011 shares
    Change vs previous 13F +5,610 shares

    1.67% of the 13F portfolio, value $22,867,396.

    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 31,401 shares
    Change vs previous 13F +3,410 shares

    1.67% of the 13F portfolio, value $17,565,475.

    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 27,991 shares
    Change vs previous 13F +8,131 shares

    1.49% of the 13F portfolio, value $16,414,730.

    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 19,860 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $11,395,129.

    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).