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Disclosery

NWAM LLC: AVRE position timeline

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

NWAM LLC held 5,465 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,465 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $258,919.

    13F-HR 0001655006-26-000005 filed by NWAM 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 5,452 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $240,015.

    13F-HR 0001655006-26-000004 filed by NWAM 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 5,385 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $234,413.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 5,003 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $222,525.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 4,903 shares
    Change vs previous 13F -320 shares

    0.01% of the 13F portfolio, value $216,518.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 5,223 shares
    Change vs previous 13F -521 shares

    0.02% of the 13F portfolio, value $224,639.

    13F-HR 0001085146-25-002583 filed by NWAM 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 5,744 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $240,788.

    13F-HR 0001085146-25-000766 filed by NWAM 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 6,252 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $294,719.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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