Avestar Capital, LLC
Position in IBM — International Business Machines Corp
CIK 1704404
New York, NY
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,711,145
+$1,284,923 QoQ
Shares Held
9,641
+63.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,194
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$668,300
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Avestar Capital, LLC holds $2,787,705 across 2 Information Technology Services names. IBM ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
9,641 | $2,711,145 | |
| 2 | WIT |
Wipro Ltd
|
34,027 | $76,560 |
All Filings in IBM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,711,145 | 9,641 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,426,222 | 5,884 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,800,364 | 6,078 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,633,142 | 5,788 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,100,307 | 7,125 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,457,396 | 5,861 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,137,180 | 5,173 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,017,852 | 4,604 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $807,503 | 4,669 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $858,365 | 4,495 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $579,784 | 3,545 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $365,621 | 2,606 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $271,366 | 2,028 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $391,696 | 2,988 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $471,840 | 3,349 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $341,816 | 2,877 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $379,236 | 2,686 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $329,600 | 2,535 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $222,142 | 1,662 | Shares | Sole | 2022-02-01 | |
| 2021-12-31 | $668,300 | 5,000 | Put | Sole | 2022-02-01 | |
| 2021-09-30 | $778,008 | 5,600 | Call | Sole | 2021-11-09 | |
| 2021-09-30 | $272,302 | 1,960 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $285,850 | 1,950 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $2,198,849 | 15,000 | Put | Sole | 2021-08-03 | |
| 2021-03-31 | $338,347 | 2,539 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $287,006 | 2,280 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $312,083 | 2,565 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $379,580 | 3,143 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $541,116 | 4,878 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||