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Aprio Wealth Management, LLC: AVRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aprio Wealth Management, LLC on AVRE, newest first. How the timeline and the estimate are built.

Aprio Wealth Management, LLC held 58,561 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,561 shares
    Change vs previous 13F -1,969 shares

    0.14% of the 13F portfolio, value $2,774,643.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,530 shares
    Change vs previous 13F -727 shares

    0.15% of the 13F portfolio, value $2,664,525.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,257 shares
    Change vs previous 13F -263 shares

    0.15% of the 13F portfolio, value $2,666,530.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,520 shares
    Change vs previous 13F +563 shares

    0.27% of the 13F portfolio, value $2,736,411.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,957 shares
    Change vs previous 13F -9,388 shares

    0.3% of the 13F portfolio, value $2,691,843.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,345 shares
    Change vs previous 13F -6,409 shares

    0.38% of the 13F portfolio, value $3,025,555.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 76,754 shares
    Change vs previous 13F -9,970 shares

    0.47% of the 13F portfolio, value $3,217,523.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 86,724 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,088,179.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).