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Disclosery

WorthPointe, LLC: AVRE position timeline

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

WorthPointe, LLC held 197,395 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,395 shares
    Change vs previous 13F +2,215 shares

    2.35% of the 13F portfolio, value $9,352,567.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 195,180 shares
    Change vs previous 13F -33,146 shares

    2.34% of the 13F portfolio, value $8,591,822.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 228,326 shares
    Change vs previous 13F -5,996 shares

    2.61% of the 13F portfolio, value $9,939,025.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 234,322 shares
    Change vs previous 13F -124 shares

    3.91% of the 13F portfolio, value $10,422,650.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 234,446 shares
    Change vs previous 13F -4,048 shares

    4.36% of the 13F portfolio, value $10,353,115.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 238,494 shares
    Change vs previous 13F +3,675 shares

    4.68% of the 13F portfolio, value $10,257,628.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 234,819 shares
    Change vs previous 13F -3,584 shares

    4.09% of the 13F portfolio, value $9,843,613.

    13F-HR 0001172661-25-000667 filed by WorthPointe, 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 238,403 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $11,238,330.

    13F-HR 0001172661-24-004676 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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