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Disclosery

CWM, LLC: AVRE position timeline

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

CWM, LLC held 83,035 AVRE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 83,035 shares
    Change vs previous 13F -46,233 shares

    0.01% of the 13F portfolio, value $3,655,195.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 129,268 shares
    Change vs previous 13F -53,010 shares

    0.02% of the 13F portfolio, value $5,627,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 182,278 shares
    Change vs previous 13F -13,061 shares

    0.02% of the 13F portfolio, value $8,108,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 195,339 shares
    Change vs previous 13F +3,403 shares

    0.03% of the 13F portfolio, value $8,626,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 191,936 shares
    Change vs previous 13F +2,694 shares

    0.03% of the 13F portfolio, value $8,255,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 189,242 shares
    Change vs previous 13F +3,294 shares

    0.03% of the 13F portfolio, value $7,933,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 185,948 shares
    Change vs previous 13F +4,445 shares

    0.04% of the 13F portfolio, value $8,766,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 181,503 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,482,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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