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ENTREWEALTH, LLC: AVRE position timeline

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

ENTREWEALTH, LLC held 38,149 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 38,149 shares
    Change vs previous 13F +4,498 shares

    0.68% of the 13F portfolio, value $1,846,953.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, 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 33,651 shares
    Change vs previous 13F +721 shares

    0.66% of the 13F portfolio, value $1,481,303.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, 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 32,930 shares
    Change vs previous 13F +3,911 shares

    0.67% of the 13F portfolio, value $1,497,135.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, 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 29,019 shares
    Change vs previous 13F +5,714 shares

    0.66% of the 13F portfolio, value $1,290,749.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, 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 23,305 shares
    Change vs previous 13F +8,579 shares

    0.71% of the 13F portfolio, value $1,029,149.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, 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 14,726 shares
    Change vs previous 13F +3,826 shares

    0.49% of the 13F portfolio, value $633,367.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, 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 10,900 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $511,319.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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