Skip to content
Disclosery

Austin Wealth Management, LLC: AVRE position timeline

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

Austin Wealth Management, LLC held 106,113 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,113 shares
    Change vs previous 13F +2,187 shares

    1.1% of the 13F portfolio, value $5,192,093.

    13F-HR 0002003112-26-000007 filed by Austin 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 103,926 shares
    Change vs previous 13F -32,954 shares

    1.06% of the 13F portfolio, value $4,664,205.

    13F-HR 0002003112-26-000004 filed by Austin 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 136,880 shares
    Change vs previous 13F +6,725 shares

    0.89% of the 13F portfolio, value $6,021,339.

    13F-HR 0002003112-26-000001 filed by Austin 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 130,155 shares
    Change vs previous 13F +8,724 shares

    0.92% of the 13F portfolio, value $5,872,579.

    13F-HR 0002003112-25-000004 filed by Austin 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 121,431 shares
    Change vs previous 13F +47,375 shares

    0.94% of the 13F portfolio, value $5,285,905.

    13F-HR 0001085146-25-004694 filed by Austin 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 74,056 shares
    Change vs previous 13F +14,933 shares

    0.63% of the 13F portfolio, value $3,158,845.

    13F-HR 0001085146-25-002519 filed by Austin 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 59,123 shares
    Change vs previous 13F +6,505 shares

    0.52% of the 13F portfolio, value $2,491,942.

    13F-HR 0001085146-25-000924 filed by Austin 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 52,618 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,435,158.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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