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Capstone Financial Advisors, Inc.: AVRE position timeline

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

Capstone Financial Advisors, Inc. held 311,435 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,435 shares
    Change vs previous 13F -5,070 shares

    0.72% of the 13F portfolio, value $14,755,783.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, 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 316,505 shares
    Change vs previous 13F -902 shares

    0.75% of the 13F portfolio, value $13,932,545.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, 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 317,407 shares
    Change vs previous 13F +13,086 shares

    0.74% of the 13F portfolio, value $13,816,719.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, 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 304,321 shares
    Change vs previous 13F -1,224 shares

    0.73% of the 13F portfolio, value $13,536,216.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, 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 305,545 shares
    Change vs previous 13F +25,300 shares

    0.78% of the 13F portfolio, value $13,492,872.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, 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 280,245 shares
    Change vs previous 13F -62,386 shares

    0.76% of the 13F portfolio, value $12,053,342.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, 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 342,631 shares
    Change vs previous 13F +78,063 shares

    0.89% of the 13F portfolio, value $14,363,112.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
    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 264,568 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $12,471,718.

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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