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Avestar Capital, LLC: SPYG position timeline

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

Avestar Capital, LLC held 144,829 SPYG 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 144,829 shares
    Change vs previous 13F +6,171 shares

    1.02% of the 13F portfolio, value $17,233,250.

    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 138,658 shares
    Change vs previous 13F +2,020 shares

    0.93% of the 13F portfolio, value $13,576,005.

    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 136,638 shares
    Change vs previous 13F -20,364 shares

    1% of the 13F portfolio, value $14,579,275.

    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 157,002 shares
    Change vs previous 13F +5,429 shares

    1.17% of the 13F portfolio, value $16,408,279.

    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 151,573 shares
    Change vs previous 13F +30,556 shares

    1.06% of the 13F portfolio, value $14,447,938.

    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 121,017 shares
    Change vs previous 13F -29,155 shares

    0.93% of the 13F portfolio, value $9,726,136.

    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 150,172 shares
    Change vs previous 13F -3,769 shares

    1.2% of the 13F portfolio, value $13,200,119.

    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 153,941 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $12,767,867.

    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).