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Seaside Wealth Management, Inc.: AVRE position timeline

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

Seaside Wealth Management, Inc. held 289,183 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,183 shares
    Change vs previous 13F +15,772 shares

    3.39% of the 13F portfolio, value $13,701,414.

    13F-HR 0001929977-26-000007 filed by Seaside Wealth Management, Inc.
    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 273,411 shares
    Change vs previous 13F +7,766 shares

    3.39% of the 13F portfolio, value $12,035,572.

    13F-HR 0001929977-26-000002 filed by Seaside Wealth Management, Inc.
    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 265,645 shares
    Change vs previous 13F +28,877 shares

    3.3% of the 13F portfolio, value $11,563,589.

    13F-HR 0001929977-26-000001 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 236,768 shares
    Change vs previous 13F +6,945 shares

    3.13% of the 13F portfolio, value $10,531,465.

    13F-HR 0001085146-25-005938 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 229,823 shares
    Change vs previous 13F +8,436 shares

    3.23% of the 13F portfolio, value $10,148,944.

    13F-HR 0001085146-25-003689 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 221,387 shares
    Change vs previous 13F +11,879 shares

    3.4% of the 13F portfolio, value $9,521,843.

    13F-HR 0001085146-25-002569 filed by Seaside Wealth Management, Inc.
    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 209,508 shares
    Change vs previous 13F +16,552 shares

    3.21% of the 13F portfolio, value $8,782,598.

    13F-HR 0001085146-25-000210 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 192,956 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $9,095,972.

    13F-HR 0001085146-24-005168 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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