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Disclosery

Avestar Capital, LLC: WTMF position timeline

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

Avestar Capital, LLC held 131,519 WTMF 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 131,519 shares
    Change vs previous 13F +4,815 shares

    0.32% of the 13F portfolio, value $5,372,551.

    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 126,704 shares
    Change vs previous 13F -2,499 shares

    0.34% of the 13F portfolio, value $5,028,350.

    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 129,203 shares
    Change vs previous 13F -1,839 shares

    0.34% of the 13F portfolio, value $4,912,298.

    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 131,042 shares
    Change vs previous 13F -13,632 shares

    0.36% of the 13F portfolio, value $4,964,539.

    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 144,674 shares
    Change vs previous 13F +1,475 shares

    0.37% of the 13F portfolio, value $5,107,846.

    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 143,199 shares
    Change vs previous 13F -28,999 shares

    0.47% of the 13F portfolio, value $4,887,382.

    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 172,198 shares
    Change vs previous 13F -4,258 shares

    0.55% of the 13F portfolio, value $6,014,876.

    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 176,456 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,267,788.

    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).