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Merriman Wealth Management, LLC: AVRE position timeline

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

Merriman Wealth Management, LLC held 301,308 AVRE shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 301,308 shares
    Change vs previous 13F +19,076 shares

    0.53% of the 13F portfolio, value $12,630,832.

    13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 282,232 shares
    Change vs previous 13F +16,752 shares

    0.54% of the 13F portfolio, value $13,304,409.

    13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 265,480 shares
    Change vs previous 13F -6,715 shares

    0.48% of the 13F portfolio, value $10,943,101.

    13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 272,195 shares
    Change vs previous 13F +14,097 shares

    0.51% of the 13F portfolio, value $11,508,387.

    13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 258,098 shares
    Change vs previous 13F -12,645 shares

    0.54% of the 13F portfolio, value $11,178,211.

    13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 270,743 shares
    Change vs previous 13F +13,513 shares

    0.53% of the 13F portfolio, value $10,171,815.

    13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 257,230 shares
    Change vs previous 13F +19,760 shares

    0.52% of the 13F portfolio, value $10,531,004.

    13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 237,470 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $9,845,503.

    13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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