IBOT β€” VANECK ETF TRUST

Ownership history in Avestar Capital, LLC  Β·  2 quarters on record

AI Ownership Summary

Avestar Capital, LLC reported VANECK ETF TRUST (IBOT) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows IBOT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avestar Capital, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBOT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avestar Capital, LLC held IBOT β€” position size vs. price
% of Fund (quarterly)    IBOT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 39,700 β€” 0% 0.14% $2.1M 2026-02-14 (Est.) $59.30
2025 Q3 INITIATED 39,700 β€” β€” 0.13% $2.0M 2025-11-07 $50.80

FAQ About Avestar Capital, LLC and IBOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avestar Capital, LLC reported owning IBOT?

Avestar Capital, LLC reported IBOT across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported IBOT position in Avestar Capital, LLC's portfolio?

The largest reported portfolio weight for IBOT was 0.14% in 2025 Q4.

What is the latest reported IBOT position on this page?

The most recent filing on this page is 2025 Q4, when Avestar Capital, LLC reported 39,700 shares, equal to 0.14% of portfolio, with an estimated market value of $2.1M.

What does the chart on this IBOT ownership page compare?

The chart compares Avestar Capital, LLC's quarterly IBOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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