Skip to content

Avestar Capital, LLC: ULST position timeline

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

Avestar Capital, LLC held 628,720 ULST 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 628,720 shares
    Change vs previous 13F +38,718 shares

    1.5% of the 13F portfolio, value $25,415,993.

    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 590,002 shares
    Change vs previous 13F -33,300 shares

    1.64% of the 13F portfolio, value $23,895,102.

    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 623,302 shares
    Change vs previous 13F -43,659 shares

    1.74% of the 13F portfolio, value $25,246,866.

    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 666,961 shares
    Change vs previous 13F -63,085 shares

    1.94% of the 13F portfolio, value $27,138,659.

    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 730,046 shares
    Change vs previous 13F +84,203 shares

    2.17% of the 13F portfolio, value $29,683,691.

    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 645,843 shares
    Change vs previous 13F +103,228 shares

    2.5% of the 13F portfolio, value $26,253,554.

    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 542,615 shares
    Change vs previous 13F -23,609 shares

    1.99% of the 13F portfolio, value $21,927,080.

    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 566,224 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $23,090,649.

    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).