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Disclosery

Avestar Capital, LLC: VTV position timeline

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

Avestar Capital, LLC held 44,530 VTV 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 44,530 shares
    Change vs previous 13F -623 shares

    0.57% of the 13F portfolio, value $9,704,443.

    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 45,153 shares
    Change vs previous 13F +3,500 shares

    0.61% of the 13F portfolio, value $8,859,043.

    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 41,653 shares
    Change vs previous 13F +389 shares

    0.55% of the 13F portfolio, value $7,955,333.

    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 41,264 shares
    Change vs previous 13F -2,144 shares

    0.55% of the 13F portfolio, value $7,712,303.

    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 43,408 shares
    Change vs previous 13F +5,833 shares

    0.56% of the 13F portfolio, value $7,692,582.

    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 37,575 shares
    Change vs previous 13F -10,412 shares

    0.62% of the 13F portfolio, value $6,490,731.

    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 47,987 shares
    Change vs previous 13F -4,885 shares

    0.74% of the 13F portfolio, value $8,124,201.

    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 52,872 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $9,229,895.

    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).