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WMG Financial Advisors, LLC: AVRE position timeline

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

WMG Financial Advisors, LLC held 54,616 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,616 shares
    Change vs previous 13F -2,221 shares

    0.98% of the 13F portfolio, value $2,587,702.

    13F-HR 0002085853-26-000819 filed by WMG 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 56,837 shares
    Change vs previous 13F -21,922 shares

    1.04% of the 13F portfolio, value $2,501,965.

    13F-HR 0002085853-26-000472 filed by WMG 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 78,759 shares
    Change vs previous 13F -4,199 shares

    1.41% of the 13F portfolio, value $3,428,377.

    13F-HR 0002085853-26-000115 filed by WMG 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 82,958 shares
    Change vs previous 13F -11,399 shares

    1.23% of the 13F portfolio, value $3,689,961.

    13F-HR 0002085853-25-000146 filed by WMG 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 94,357 shares
    Change vs previous 13F -2,915 shares

    1.54% of the 13F portfolio, value $4,166,800.

    13F-HR 0001667731-25-000945 filed by WMG 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 97,272 shares
    Change vs previous 13F +5,403 shares

    1.78% of the 13F portfolio, value $4,183,664.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 91,869 shares
    Change vs previous 13F +5,181 shares

    1.66% of the 13F portfolio, value $3,851,163.

    13F-HR 0001667731-25-000213 filed by WMG Financial 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 86,688 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $4,086,450.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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