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Disclosery

Avestar Capital, LLC: XSOE position timeline

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

Avestar Capital, LLC held 15,911 XSOE 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 15,911 shares
    Change vs previous 13F +631 shares

    0.05% of the 13F portfolio, value $782,503.

    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 15,280 shares
    Change vs previous 13F -34 shares

    0.04% of the 13F portfolio, value $612,728.

    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 15,314 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $597,552.

    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 15,360 shares
    Change vs previous 13F -317 shares

    0.04% of the 13F portfolio, value $582,758.

    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 15,677 shares
    Change vs previous 13F -5,532 shares

    0.04% of the 13F portfolio, value $540,543.

    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 21,209 shares
    Change vs previous 13F -4,689 shares

    0.06% of the 13F portfolio, value $654,722.

    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 25,898 shares
    Change vs previous 13F +4,588 shares

    0.07% of the 13F portfolio, value $790,248.

    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 21,310 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $703,869.

    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).