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SENTINEL WEALTH MANAGEMENT, INC.: AVRE position timeline

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

SENTINEL WEALTH MANAGEMENT, INC. held 144,001 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,001 shares
    Change vs previous 13F +8,553 shares

    4.81% of the 13F portfolio, value $6,822,768.

    13F-HR 0001929328-26-000008 filed by SENTINEL 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 135,448 shares
    Change vs previous 13F +16,166 shares

    4.77% of the 13F portfolio, value $5,962,421.

    13F-HR 0001929328-26-000006 filed by SENTINEL 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 119,282 shares
    Change vs previous 13F +19,389 shares

    4.31% of the 13F portfolio, value $5,192,346.

    13F-HR 0001929328-26-000004 filed by SENTINEL 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 99,893 shares
    Change vs previous 13F +39,057 shares

    3.86% of the 13F portfolio, value $4,443,241.

    13F-HR 0001929328-25-000007 filed by SENTINEL 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/A 60,836 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,686,518.

    13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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