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Disclosery

LPL Financial LLC: AVRE position timeline

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

LPL Financial LLC held 578,807 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 578,807 shares
    Change vs previous 13F +277,508 shares

    0.01% of the 13F portfolio, value $27,423,869.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 301,299 shares
    Change vs previous 13F +43,501 shares

    <0.01% of the 13F portfolio, value $13,263,159.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 257,798 shares
    Change vs previous 13F +39,895 shares

    <0.01% of the 13F portfolio, value $11,221,924.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 217,903 shares
    Change vs previous 13F +37,940 shares

    <0.01% of the 13F portfolio, value $9,692,308.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 179,963 shares
    Change vs previous 13F +27,551 shares

    <0.01% of the 13F portfolio, value $7,947,171.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 152,412 shares
    Change vs previous 13F -1,465 shares

    <0.01% of the 13F portfolio, value $6,555,242.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 153,877 shares
    Change vs previous 13F +46,787 shares

    <0.01% of the 13F portfolio, value $6,450,509.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 107,090 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,048,222.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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