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Disclosery

BetterWealth, LLC: AVRE position timeline

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

BetterWealth, LLC held 347,592 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 347,592 shares
    Change vs previous 13F +8,310 shares

    2.91% of the 13F portfolio, value $16,468,915.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 339,282 shares
    Change vs previous 13F +7,794 shares

    2.93% of the 13F portfolio, value $14,935,181.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 331,488 shares
    Change vs previous 13F +14,839 shares

    3.29% of the 13F portfolio, value $14,429,683.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 316,649 shares
    Change vs previous 13F +2,609 shares

    3.35% of the 13F portfolio, value $14,084,558.

    13F-HR 0001911702-25-000002 filed by BetterWealth, 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 314,040 shares
    Change vs previous 13F +7,579 shares

    3.55% of the 13F portfolio, value $13,868,017.

    13F-HR 0001085146-25-003797 filed by BetterWealth, 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 306,461 shares
    Change vs previous 13F +21,405 shares

    3.7% of the 13F portfolio, value $13,180,878.

    13F-HR 0001085146-25-002365 filed by BetterWealth, 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 285,056 shares
    Change vs previous 13F +3,988 shares

    3.29% of the 13F portfolio, value $11,949,560.

    13F-HR 0001085146-25-000425 filed by BetterWealth, 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 281,068 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $13,249,559.

    13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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