Skip to main content

Avestar Capital, LLC

SEC CIK
0001704404
Latest filing
Jul 29, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Avestar Capital, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
38,371
Value
$3.17M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WFC by Avestar Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,371$3.17M0.2%−733−1.9%ReducedHolders
Q1 202639,104$3.11M0.2%−718−1.8%ReducedHolders
Q4 202539,822$3.71M0.3%+139+0.4%AddedHolders
Q3 202539,683$3.33M0.2%−3,198−7.5%ReducedHolders
Q2 202542,881$3.44M0.3%+1,080+2.6%AddedHolders
Q1 202541,801$3.00M0.3%+1,947+4.9%AddedHolders
Q4 202439,854$2.80M0.3%+1,803+4.7%AddedHolders
Q3 202438,051$2.15M0.2%+1,180+3.2%AddedHolders
Q2 202436,871$2.19M0.2%−12,142−24.8%ReducedHolders
Q1 202449,013$2.84M0.3%+12,854+35.5%AddedHolders
Q4 202336,159$1.78M0.2%+1,362+3.9%AddedHolders
Q3 202334,797$1.42M0.2%+141+0.4%AddedHolders
Q2 202334,656$1.48M0.3%−44−0.1%ReducedHolders
Q1 202334,700$1.30M0.3%−6,241−15.2%ReducedHolders
Q4 202240,941$1.69M0.4%+628+1.6%AddedHolders
Q3 202240,313$1.62M0.5%+15,303+61.2%AddedHolders
Q2 202225,010$980.0K0.3%+3,669+17.2%AddedHolders
Q1 202221,341$1.03M0.2%+1,872+9.6%AddedHolders
Q4 202119,469$934.0K0.2%+5,871+43.2%AddedHolders
Q3 202113,598$631.0K0.1%00.0%UnchangedHolders
Q2 202113,598$616.0K0.1%00.0%UnchangedHolders
Q1 202113,598$613.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.