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SC&H Financial Advisors, Inc.: AVRE position timeline

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

SC&H Financial Advisors, Inc. held 26,740 AVRE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,740 shares
    Change vs previous 13F +1,566 shares

    0.16% of the 13F portfolio, value $1,185,928.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,174 shares
    Change vs previous 13F -1,819 shares

    0.16% of the 13F portfolio, value $1,192,763.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,993 shares
    Change vs previous 13F -2,345 shares

    0.18% of the 13F portfolio, value $1,188,236.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,338 shares
    Change vs previous 13F +622 shares

    0.2% of the 13F portfolio, value $1,277,078.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,716 shares
    Change vs previous 13F +1,878 shares

    0.21% of the 13F portfolio, value $1,277,274.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,838 shares
    Change vs previous 13F +1,310 shares

    0.2% of the 13F portfolio, value $1,185,188.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,528 shares
    Change vs previous 13F +1,844 shares

    0.22% of the 13F portfolio, value $1,097,969.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,684 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $992,836.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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