Filer Snapshot

AVATAR SECURITIES, LLC

CIK 0001438956. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

40

Latest filing

02 Mar 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for MYSZ. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC filing X-17A-5

X-17A-5 filed on 02 Mar 2026 for CIK 0001438956.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$170.4K

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$170.4K

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

MYSZ
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
148 Madison Ave, 5 Th Floor, New York, NY, 10016
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about AVATAR SECURITIES, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Forms 3/4/5 show insider context for MYSZ worth $170.4K.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

MYSZ

30 Dec 2024 · 10% owner

$170.4K
Issuer page Owner page

Latest update

What changed recently for AVATAR SECURITIES, LLC

Ownership report updated

Latest ownership report period: 30 Dec 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Feb 2025

Page type

Ownership filings

Latest period

30 Dec 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Feb 2025.

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Benchmark Context

Benchmark context for this company

AVATAR SECURITIES, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 30 Dec 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001438956 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
40
First seen
27 Feb 2009
Latest filing
02 Mar 2026
Entity
Company

Observed form types

X-17A-5 FOCUSN 4 3 FOCUSN/A X-17A-5/A

CIK-linked evidence first

AVATAR SECURITIES, LLC SEC filings AVATAR SECURITIES, LLC owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 38 SEC filings for AVATAR SECURITIES, LLC.

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X-17A-5 File 008-67932

X-17A-5 filing

Filing date
02 Mar 2026
Reporting date
31 Dec 2025
SEC evidence
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X-17A-5 File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
17 Mar 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
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FOCUSN File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
28 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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4 File 001-37370

PRIMARY DOCUMENT

Filing date
12 Feb 2025
Reporting date
30 Dec 2024
SEC evidence
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3 File 001-37370

PRIMARY DOCUMENT

Filing date
12 Feb 2025
Reporting date
27 Dec 2024
SEC evidence
Open document Open filing
Next action
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X-17A-5 File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
23 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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FOCUSN File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
23 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
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X-17A-5 File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
06 Mar 2023
Reporting date
31 Dec 2022
SEC evidence
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FOCUSN File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
27 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
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X-17A-5 File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
01 Mar 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
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FOCUSN File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
01 Mar 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
FOCUSN File 008-67932

AUTO-GENERATED PAPER DOCUMENT

Filing date
01 Mar 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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