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Arcadia Wealth Management, Inc.: AVRE position timeline

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

Arcadia Wealth Management, Inc. held 61,378 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,378 shares
    Change vs previous 13F -2,410 shares

    1.39% of the 13F portfolio, value $2,908,097.

    13F-HR 0001951757-26-001212 filed by Arcadia Wealth Management, Inc.
    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 63,788 shares
    Change vs previous 13F +3,706 shares

    1.52% of the 13F portfolio, value $2,807,959.

    13F-HR 0001951757-26-000865 filed by Arcadia Wealth Management, Inc.
    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 60,082 shares
    Change vs previous 13F +5,555 shares

    1.5% of the 13F portfolio, value $2,615,379.

    13F-HR 0001951757-26-000412 filed by Arcadia Wealth Management, Inc.
    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 54,527 shares
    Change vs previous 13F +2,100 shares

    1.47% of the 13F portfolio, value $2,425,350.

    13F-HR 0001951757-25-001267 filed by Arcadia Wealth Management, Inc.
    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 52,427 shares
    Change vs previous 13F +1,655 shares

    1.58% of the 13F portfolio, value $2,315,187.

    13F-HR 0001951757-25-001015 filed by Arcadia Wealth Management, Inc.
    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 50,772 shares
    Change vs previous 13F +2,048 shares

    1.7% of the 13F portfolio, value $2,183,699.

    13F-HR 0001951757-25-000533 filed by Arcadia Wealth Management, Inc.
    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 48,724 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,042,496.

    13F-HR 0001951757-25-000277 filed by Arcadia Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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