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Disclosery

Avant Financial Advisors LLC: REET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avant Financial Advisors LLC on REET, newest first. How the timeline and the estimate are built.

Avant Financial Advisors LLC held 17,702 REET shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,702 shares
    Change vs previous 13F +1,416 shares

    0.3% of the 13F portfolio, value $488,930.

    13F-HR 0001951757-26-000953 filed by Avant Financial Advisors 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 16,286 shares
    Change vs previous 13F -11,747 shares

    0.29% of the 13F portfolio, value $409,593.

    13F-HR 0001951757-26-000711 filed by Avant Financial Advisors 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 28,033 shares
    Change vs previous 13F +136 shares

    0.5% of the 13F portfolio, value $699,424.

    13F-HR 0001951757-26-000158 filed by Avant Financial Advisors 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 27,897 shares
    Change vs previous 13F +921 shares

    0.54% of the 13F portfolio, value $713,048.

    13F-HR 0001951757-25-001262 filed by Avant Financial Advisors 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 26,976 shares
    Change vs previous 13F +1,054 shares

    0.55% of the 13F portfolio, value $666,308.

    13F-HR 0001951757-25-001021 filed by Avant Financial Advisors 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 25,922 shares
    Change vs previous 13F -97 shares

    0.57% of the 13F portfolio, value $628,868.

    13F-HR 0001951757-25-000542 filed by Avant Financial Advisors 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 26,019 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $623,676.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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