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Disclosery

Avestar Capital, LLC: USDU position timeline

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

Avestar Capital, LLC held 41,706 USDU 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 41,706 shares
    Change vs previous 13F +3,053 shares

    0.07% of the 13F portfolio, value $1,115,636.

    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 38,653 shares
    Change vs previous 13F -1,744 shares

    0.07% of the 13F portfolio, value $1,017,733.

    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 40,397 shares
    Change vs previous 13F -19,571 shares

    0.07% of the 13F portfolio, value $1,042,243.

    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 59,968 shares
    Change vs previous 13F -5,090 shares

    0.11% of the 13F portfolio, value $1,582,556.

    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 65,058 shares
    Change vs previous 13F +206 shares

    0.12% of the 13F portfolio, value $1,676,545.

    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 64,852 shares
    Change vs previous 13F -11,716 shares

    0.17% of the 13F portfolio, value $1,767,866.

    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 76,568 shares
    Change vs previous 13F -2,699 shares

    0.19% of the 13F portfolio, value $2,117,871.

    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 79,267 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,102,954.

    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).