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ShankerValleau Wealth Advisors, Inc.: AVRE position timeline

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

ShankerValleau Wealth Advisors, Inc. held 384,164 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 384,164 shares
    Change vs previous 13F +10,520 shares

    4.8% of the 13F portfolio, value $18,201,690.

    13F-HR 0001903273-26-000003 filed by ShankerValleau Wealth Advisors, 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 373,644 shares
    Change vs previous 13F -10,415 shares

    4.64% of the 13F portfolio, value $16,447,809.

    13F-HR 0001903273-26-000002 filed by ShankerValleau Wealth 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 ended2025-12-31
    13F 384,059 shares
    Change vs previous 13F +25,782 shares

    4.53% of the 13F portfolio, value $16,718,088.

    13F-HR 0001903273-26-000001 filed by ShankerValleau Wealth 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 ended2025-09-30
    13F 358,277 shares
    Change vs previous 13F +20,496 shares

    4.09% of the 13F portfolio, value $15,936,146.

    13F-HR 0001903273-25-000005 filed by ShankerValleau Wealth 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 ended2025-06-30
    13F 337,781 shares
    Change vs previous 13F +6,954 shares

    4.26% of the 13F portfolio, value $14,916,388.

    13F-HR 0001903273-25-000004 filed by ShankerValleau Wealth 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 ended2025-03-31
    13F 330,827 shares
    Change vs previous 13F +9,325 shares

    4.62% of the 13F portfolio, value $14,228,890.

    13F-HR 0001903273-25-000002 filed by ShankerValleau Wealth 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 ended2024-12-31
    13F 321,502 shares
    Change vs previous 13F +39,520 shares

    4.33% of the 13F portfolio, value $13,477,364.

    13F-HR 0001903273-25-000001 filed by ShankerValleau Wealth 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 ended2024-09-30
    13F 281,982 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $13,292,645.

    13F-HR 0001903273-24-000005 filed by ShankerValleau Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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