Comparable stake leader
Ionic Ventures, LLC
SEC ownership of Avenir Wellness Solutions, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001643301.
Disclosed value leader
Ionic Ventures, LLC
Comparable rows
1/15
Latest evidence
07 Nov 2024
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Ionic Ventures, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
1 of 15
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Ionic Ventures, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
07 Nov 2024
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001643301
- Issuer location
- Sherman Oaks, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Avenir Wellness Solutions, Inc. (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
Ionic Ventures, LLC
Disclosed value leader
Ionic Ventures, LLC
Comparable rows
1/15
Latest evidence
07 Nov 2024
13D/G
3/4/5
Lead comparable stake: 9.5%
14 rows are not safely comparable across share classes.
13D/G row: Ionic Ventures, LLC
Showing 1-8 of 15 holder rows.
Quick read
Ionic Ventures, LLC leads the comparable SEC ownership view at 9.5%.
1 of 15 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 Ionic Ventures, LLC's linked filing trail.
Comparable ownership
Top 1
Ionic Ventures, LLC
9.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Ionic Ventures, LLC |
13D/G
|
9.5%
|
$332,240
8,306,000 shares
|
$0 | 07 Nov 2024 |
| Nancy Duitch |
3/4/5
Chief Strategy Officer, Director
|
—
class O/S missing
|
—
5,020,869 shares
|
— | 25 May 2021 |
| Joshua Held |
3/4/5
Director
|
—
mixed-class rows
|
—
4,354,564 shares
mixed-class rows
|
— | 13 May 2019 |
| Gene Z. Salkind |
3/4/5
Director
|
—
mixed-class rows
|
—
707,332 shares
mixed-class rows
|
— | 17 Aug 2023 |
| Robert J. Costantino |
3/4/5
Director
|
—
class O/S missing
|
—
442,614 shares
|
— | 17 Aug 2023 |
| Gerald Bagg |
3/4/5
Director
|
—
class O/S missing
|
—
420,650 shares
|
— | 17 Aug 2023 |
| Robert Steven Davidson |
3/4/5
Director
|
—
class O/S missing
|
—
420,650 shares
|
— | 17 Aug 2023 |
| Joel M. Bennett |
3/4/5
CFO,CAO, Treasurer & Secretary
|
—
class O/S missing
|
—
200,000 shares
|
— | 22 Jul 2022 |
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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 05 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to Avenir Wellness Solutions, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
Gerald Bagg
Net 12M change
$0
Latest report
17 Aug 2023
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Gerald Bagg | Director | Mixed | 17 Aug 2023 | |||
| Robert J. Costantino | Director | Mixed | 17 Aug 2023 | |||
| Robert Steven Davidson | Director | Mixed | 17 Aug 2023 | |||
| Gene Z. Salkind | Director | Mixed | 17 Aug 2023 | |||
| Nancy Duitch | Chief Strategy Officer, Director | Mixed | 25 May 2021 | |||
| Mark Udell | Chief Accounting Officer | Mixed | 01 Jan 2018 | |||
| John K. Bell | Director | Mixed | 20 Aug 2020 | |||
| Ruben King-Shaw Jr. | Director | Mixed | 29 Jan 2019 | |||
| Joshua Held | Director | Mixed | 13 May 2019 | |||
| Lauren Chung | Director | Mixed | 06 Aug 2020 | |||
| Anna Goldin | Director | Mixed | 06 Aug 2020 | |||
| Joel M. Bennett | CFO,CAO, Treasurer & Secretary | Mixed | 22 Jul 2022 | |||
| Jonathan Berlent | Chief Business Officer | Mixed | 27 May 2021 | |||
| William Yuan | Former Director | Mixed | 07 Nov 2016 |
Recent insider transactions for Avenir Wellness Solutions, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.