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Disclosery

Corient Private Wealth LP: AVRE position timeline

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

Corient Private Wealth LP held 156,367 AVRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 156,367 shares
    Change vs previous 13F -14,113 shares

    0.01% of the 13F portfolio, value $7,408,686.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 170,480 shares
    Change vs previous 13F +401 shares

    0.01% of the 13F portfolio, value $7,504,499.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 170,079 shares
    Change vs previous 13F +8,130 shares

    0.01% of the 13F portfolio, value $7,403,561.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 161,949 shares
    Change vs previous 13F -7,939 shares

    0.01% of the 13F portfolio, value $7,203,500.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 169,888 shares
    Change vs previous 13F -58,580 shares

    0.01% of the 13F portfolio, value $7,502,261.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 228,468 shares
    Change vs previous 13F +14,187 shares

    0.02% of the 13F portfolio, value $9,826,410.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 214,281 shares
    Change vs previous 13F -4,269 shares

    0.01% of the 13F portfolio, value $8,982,679.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 218,550 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,302,463.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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