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Disclosery

Vestment Financial LLC: AVRE position timeline

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

Vestment Financial LLC held 152,574 AVRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 152,574 shares
    Change vs previous 13F +1,066 shares

    2.98% of the 13F portfolio, value $6,675,140.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 151,508 shares
    Change vs previous 13F -3,303 shares

    3.24% of the 13F portfolio, value $7,220,892.

    13F-HR 0002056705-26-000003 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 154,811 shares
    Change vs previous 13F +2,248 shares

    3.5% of the 13F portfolio, value $7,427,851.

    13F-HR 0002056705-26-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 152,563 shares
    Change vs previous 13F +14,057 shares

    3.48% of the 13F portfolio, value $6,711,228.

    13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 138,506 shares
    Change vs previous 13F +9,967 shares

    3.51% of the 13F portfolio, value $6,151,058.

    13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 128,539 shares
    Change vs previous 13F +9,244 shares

    3.61% of the 13F portfolio, value $5,698,441.

    13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 119,295 shares
    Change vs previous 13F +8,715 shares

    3.7% of the 13F portfolio, value $5,159,526.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 110,580 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $4,569,157.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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