Security key
23127P104
Avenir Wellness Solutions, Inc. - Common Stock, par value $0.001 per share (AVRW)
CUSIP: 23127P104
Q4 2017 13F Holders as of 31 Dec 2017
- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Total 13F shares
- 307,750
- Total 13F value
- $492,000
- Share change
- +224,620
- SEC-reported price per share
- $1.60
- Number of holders
- 2
- Value change
- +$359,272
- Number of buys
- 1
- Shares outstanding
- 87,431,579
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2017
Institutions
2
Top holders
2
AVRW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2018
Previous quarter: Q3 2017
Avenir Wellness Solutions, Inc. SEC filings
Avenir Wellness Solutions, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 23127P104
Recent filing periods:
Ownership snapshot
Top reported holders of AVRW - Avenir Wellness Solutions, Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BKS ADVISORS, LLC
Disclosed value leader
BKS ADVISORS, LLC
Comparable rows
2/3
Latest evidence
30 Sep 2017
13F
3/4/5
Lead comparable stake: 0.06%
1 rows are not safely comparable across share classes.
Quick read
BKS ADVISORS, LLC leads the comparable SEC ownership view at 0.06%.
2 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BKS ADVISORS, LLC's linked filing trail.
Comparable ownership
Top 2
BKS ADVISORS, LLC
0.06%
Private Capital Advisors, Inc.
0.03%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BKS ADVISORS, LLC |
13F
Company
|
0.06%
|
$290,000
52,665 shares
|
— | 30 Sep 2017 |
| Private Capital Advisors, Inc. |
13F
Company
|
0.03%
|
$168,000
30,465 shares
|
— | 30 Sep 2017 |
| William Yuan |
3/4/5
Former Director
|
—
mixed-class rows
|
—
161,654 shares
mixed-class rows
|
— | 07 Nov 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
307,750
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
2
Q4 2017 holders
2
Holder diff
0
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 value | Q4 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend