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Disclosery

Avestar Capital, LLC: XLC position timeline

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

Avestar Capital, LLC held 2,290 XLC 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 2,290 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $245,328.

    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 2,518 shares
    Change vs previous 13F -78,890 shares

    0.02% of the 13F portfolio, value $279,145.

    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 81,408 shares
    Change vs previous 13F +1,181 shares

    0.66% of the 13F portfolio, value $9,583,350.

    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 80,227 shares
    Change vs previous 13F -6,894 shares

    0.68% of the 13F portfolio, value $9,496,470.

    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 87,121 shares
    Change vs previous 13F +11,489 shares

    0.69% of the 13F portfolio, value $9,455,242.

    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 75,632 shares
    Change vs previous 13F -4,358 shares

    0.69% of the 13F portfolio, value $7,294,706.

    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 79,990 shares
    Change vs previous 13F +113 shares

    0.7% of the 13F portfolio, value $7,743,832.

    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 79,877 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $7,220,881.

    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).