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Disclosery

Avestar Capital, LLC: URTH position timeline

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

Avestar Capital, LLC held 17,137 URTH 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 17,137 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,472,642.

    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 17,137 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,085,003.

    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 17,137 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,183,540.

    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 17,137 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,111,394.

    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 17,137 shares
    Change vs previous 13F -3,939 shares

    0.21% of the 13F portfolio, value $2,902,665.

    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 21,076 shares
    Change vs previous 13F -15,445 shares

    0.31% of the 13F portfolio, value $3,228,422.

    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 36,521 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,679,016.

    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).