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Avestar Capital, LLC: WMT position timeline

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

Avestar Capital, LLC held 51,282 WMT 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 51,282 shares
    Change vs previous 13F +2,597 shares

    0.34% of the 13F portfolio, value $5,808,161.

    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 48,685 shares
    Change vs previous 13F -594 shares

    0.41% of the 13F portfolio, value $6,056,472.

    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 49,279 shares
    Change vs previous 13F -1,949 shares

    0.38% of the 13F portfolio, value $5,496,219.

    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 51,228 shares
    Change vs previous 13F -1,062 shares

    0.38% of the 13F portfolio, value $5,279,563.

    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 52,290 shares
    Change vs previous 13F +5,295 shares

    0.37% of the 13F portfolio, value $5,112,972.

    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 46,995 shares
    Change vs previous 13F +14,499 shares

    0.39% of the 13F portfolio, value $4,133,843.

    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 32,496 shares
    Change vs previous 13F +3,124 shares

    0.27% of the 13F portfolio, value $2,942,549.

    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 29,372 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,371,835.

    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).