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Sequoia Financial Advisors, LLC: AVRE position timeline

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

Sequoia Financial Advisors, LLC held 1,031,592 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,031,592 shares
    Change vs previous 13F +43,925 shares

    0.24% of the 13F portfolio, value $48,876,822.

    13F-HR 0001599900-26-000003 filed by Sequoia 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 987,667 shares
    Change vs previous 13F +620,655 shares

    0.24% of the 13F portfolio, value $43,477,084.

    13F-HR 0001599900-26-000002 filed by Sequoia 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 367,012 shares
    Change vs previous 13F +129,258 shares

    0.09% of the 13F portfolio, value $15,976,041.

    13F-HR 0001599900-26-000001 filed by Sequoia 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 237,754 shares
    Change vs previous 13F +113,170 shares

    0.06% of the 13F portfolio, value $10,575,296.

    13F-HR 0001599900-25-000004 filed by Sequoia 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/A 124,584 shares
    Change vs previous 13F -145 shares

    0.04% of the 13F portfolio, value $5,501,622.

    13F-HR 0001085146-25-004180 filed by Sequoia 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/A 124,729 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,364,596.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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