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Haven Private, LLC: AVRE position timeline

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

Haven Private, LLC held 48,491 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,491 shares
    Change vs previous 13F +21,017 shares

    0.87% of the 13F portfolio, value $2,297,503.

    13F-HR 0001705819-26-000047 filed by Haven Private, 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 27,474 shares
    Change vs previous 13F +5,309 shares

    0.53% of the 13F portfolio, value $1,209,406.

    13F-HR 0001705819-26-000033 filed by Haven Private, 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 22,165 shares
    Change vs previous 13F +899 shares

    0.42% of the 13F portfolio, value $964,843.

    13F-HR 0001705819-26-000021 filed by Haven Private, 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 21,266 shares
    Change vs previous 13F +1,523 shares

    0.42% of the 13F portfolio, value $945,912.

    13F-HR 0001705819-25-000080 filed by Haven Private, 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 19,743 shares
    Change vs previous 13F -3,933 shares

    0.39% of the 13F portfolio, value $871,851.

    13F-HR 0001705819-25-000053 filed by Haven Private, 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 23,676 shares
    Change vs previous 13F -11,493 shares

    0.58% of the 13F portfolio, value $1,018,305.

    13F-HR 0001705819-25-000035 filed by Haven Private, 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 35,169 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,474,284.

    13F-HR 0001705819-25-000021 filed by Haven Private, LLC
    Filed (acceptance time not in the bulk data set), ingested

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