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Avestar Capital, LLC: WTPI position timeline

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

Avestar Capital, LLC held 63,764 WTPI 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 63,764 shares
    Change vs previous 13F +4,960 shares

    0.12% of the 13F portfolio, value $2,090,822.

    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 58,804 shares
    Change vs previous 13F -3,112 shares

    0.13% of the 13F portfolio, value $1,876,436.

    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 61,916 shares
    Change vs previous 13F -32,637 shares

    0.14% of the 13F portfolio, value $2,044,466.

    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 94,553 shares
    Change vs previous 13F -8,265 shares

    0.22% of the 13F portfolio, value $3,145,778.

    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 102,818 shares
    Change vs previous 13F +1,998 shares

    0.24% of the 13F portfolio, value $3,294,289.

    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 100,820 shares
    Change vs previous 13F -17,802 shares

    0.3% of the 13F portfolio, value $3,139,535.

    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 118,622 shares
    Change vs previous 13F -4,185 shares

    0.36% of the 13F portfolio, value $3,910,505.

    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 122,807 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,064,912.

    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).