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Quantum Financial Advisors, LLC: AVRE position timeline

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

Quantum Financial Advisors, LLC held 455,253 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 455,253 shares
    Change vs previous 13F +31,011 shares

    2.13% of the 13F portfolio, value $21,569,865.

    13F-HR 0001929139-26-000004 filed by Quantum Financial Advisors, 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 424,242 shares
    Change vs previous 13F +14,683 shares

    2.1% of the 13F portfolio, value $18,675,149.

    13F-HR 0001929139-26-000003 filed by Quantum Financial Advisors, 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 409,559 shares
    Change vs previous 13F +24,568 shares

    2% of the 13F portfolio, value $17,828,102.

    13F-HR 0001929139-26-000001 filed by Quantum Financial Advisors, 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 384,991 shares
    Change vs previous 13F +22,192 shares

    2.09% of the 13F portfolio, value $17,124,414.

    13F-HR 0001085146-25-005823 filed by Quantum Financial Advisors, 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 362,799 shares
    Change vs previous 13F -3,137 shares

    2.17% of the 13F portfolio, value $16,021,200.

    13F-HR 0001085146-25-003747 filed by Quantum Financial Advisors, 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 365,936 shares
    Change vs previous 13F +700 shares

    2.35% of the 13F portfolio, value $15,738,903.

    13F-HR 0001085146-25-001942 filed by Quantum Financial Advisors, 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 365,236 shares
    Change vs previous 13F -20,956 shares

    2.33% of the 13F portfolio, value $15,310,694.

    13F-HR 0001085146-25-000167 filed by Quantum Financial Advisors, 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 386,192 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $18,205,093.

    13F-HR 0001085146-24-004653 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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