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Level Financial Advisors: AVRE position timeline

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

Level Financial Advisors held 173,162 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,162 shares
    Change vs previous 13F -83 shares

    1.83% of the 13F portfolio, value $8,204,417.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 173,245 shares
    Change vs previous 13F +30 shares

    1.95% of the 13F portfolio, value $7,626,241.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 173,215 shares
    Change vs previous 13F +9,143 shares

    1.99% of the 13F portfolio, value $7,540,035.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 164,072 shares
    Change vs previous 13F +6,985 shares

    2.06% of the 13F portfolio, value $7,297,912.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 157,087 shares
    Change vs previous 13F -644 shares

    2.16% of the 13F portfolio, value $6,936,961.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 157,731 shares
    Change vs previous 13F +4,641 shares

    2.31% of the 13F portfolio, value $6,784,006.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 153,090 shares
    Change vs previous 13F -5,825 shares

    2.35% of the 13F portfolio, value $6,417,543.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 158,915 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $7,491,238.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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