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Valued Wealth Advisors LLC: AVRE position timeline

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

Valued Wealth Advisors LLC held 97,930 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,930 shares
    Change vs previous 13F +3,724 shares

    1.69% of the 13F portfolio, value $4,639,881.

    13F-HR 0002007175-26-000004 filed by Valued Wealth 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 94,206 shares
    Change vs previous 13F +692 shares

    1.68% of the 13F portfolio, value $4,146,962.

    13F-HR 0002007175-26-000002 filed by Valued Wealth 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 93,514 shares
    Change vs previous 13F +5,137 shares

    1.79% of the 13F portfolio, value $4,070,676.

    13F-HR 0002007175-26-000001 filed by Valued Wealth 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 88,377 shares
    Change vs previous 13F +8,481 shares

    1.82% of the 13F portfolio, value $3,930,984.

    13F-HR 0002007175-25-000007 filed by Valued Wealth 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 79,896 shares
    Change vs previous 13F +3,518 shares

    1.84% of the 13F portfolio, value $3,528,220.

    13F-HR 0002007175-25-000006 filed by Valued Wealth 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 76,378 shares
    Change vs previous 13F +6,305 shares

    1.97% of the 13F portfolio, value $3,285,033.

    13F-HR 0002007175-25-000003 filed by Valued Wealth Advisors LLC
    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 70,073 shares
    Change vs previous 13F +2,446 shares

    1.84% of the 13F portfolio, value $2,937,462.

    13F-HR 0002007175-25-000002 filed by Valued Wealth Advisors LLC
    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 67,627 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,187,912.

    13F-HR 0002007175-24-000004 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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