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Beaird Harris Wealth Management, LLC: AVRE position timeline

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

Beaird Harris Wealth Management, LLC held 68,393 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,393 shares
    Change vs previous 13F -1,056 shares

    0.2% of the 13F portfolio, value $3,240,461.

    13F-HR 0001908938-26-000003 filed by Beaird Harris 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 69,449 shares
    Change vs previous 13F -2,442 shares

    0.21% of the 13F portfolio, value $3,057,145.

    13F-HR 0001908938-26-000002 filed by Beaird Harris 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 71,891 shares
    Change vs previous 13F -2,106 shares

    0.22% of the 13F portfolio, value $3,129,416.

    13F-HR 0001908938-26-000001 filed by Beaird Harris 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 73,997 shares
    Change vs previous 13F -8,558 shares

    0.23% of the 13F portfolio, value $3,291,387.

    13F-HR 0001908938-25-000007 filed by Beaird Harris 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 82,555 shares
    Change vs previous 13F -1,132 shares

    0.28% of the 13F portfolio, value $3,645,643.

    13F-HR 0001908938-25-000004 filed by Beaird Harris 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 83,687 shares
    Change vs previous 13F -188 shares

    0.31% of the 13F portfolio, value $3,599,361.

    13F-HR 0001908938-25-000002 filed by Beaird Harris 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 83,875 shares
    Change vs previous 13F -303 shares

    0.3% of the 13F portfolio, value $3,516,040.

    13F-HR 0001908938-25-000001 filed by Beaird Harris 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 84,178 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,968,151.

    13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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