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Disclosery

Avestar Capital, LLC: WFC position timeline

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

Avestar Capital, LLC held 38,371 WFC 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 38,371 shares
    Change vs previous 13F -733 shares

    0.19% of the 13F portfolio, value $3,170,981.

    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 39,104 shares
    Change vs previous 13F -718 shares

    0.21% of the 13F portfolio, value $3,113,079.

    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 39,822 shares
    Change vs previous 13F +139 shares

    0.26% of the 13F portfolio, value $3,711,456.

    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 39,683 shares
    Change vs previous 13F -3,198 shares

    0.24% of the 13F portfolio, value $3,326,261.

    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 42,881 shares
    Change vs previous 13F +1,080 shares

    0.25% of the 13F portfolio, value $3,435,693.

    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 41,801 shares
    Change vs previous 13F +1,947 shares

    0.29% of the 13F portfolio, value $3,000,943.

    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 39,854 shares
    Change vs previous 13F +1,803 shares

    0.25% of the 13F portfolio, value $2,799,358.

    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 38,051 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,149,542.

    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).