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Focus Partners Wealth: AVRE position timeline

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

Focus Partners Wealth held 332,019 AVRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,019 shares
    Change vs previous 13F -30,854 shares

    0.01% of the 13F portfolio, value $15,731,088.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 248,305 shares
    • Focus Partners Advisor Solutions, LLC: 83,714 shares

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

  2. period ended2026-03-31
    13F 362,873 shares
    Change vs previous 13F +46,328 shares

    0.02% of the 13F portfolio, value $15,971,671.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 279,527 shares
    • Focus Partners Advisor Solutions, LLC: 83,346 shares

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

  3. period ended2025-12-31
    13F 316,545 shares
    Change vs previous 13F -650,228 shares

    0.01% of the 13F portfolio, value $13,779,236.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 279,529 shares
    • Focus Partners Advisor Solutions, LLC: 37,016 shares

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

  4. period ended2025-09-30
    13F 966,773 shares
    Change vs previous 13F +337,199 shares

    0.06% of the 13F portfolio, value $42,963,127.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 332,125 shares
    • Focus Partners Advisor Solutions, LLC: 634,648 shares

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

  5. period ended2025-06-30
    13F 629,574 shares
    Change vs previous 13F +268,424 shares

    0.05% of the 13F portfolio, value $27,802,004.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 307,010 shares
    • Focus Partners Advisor Solutions, LLC: 322,564 shares

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

  6. period ended2025-03-31
    13F/A 361,150 shares
    Change vs previous 13F +332,272 shares

    0.03% of the 13F portfolio, value $15,533,065.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 304,002 shares
    • Focus Partners Advisor Solutions, LLC: 57,148 shares

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

  7. period ended2024-12-31
    13F 28,878 shares
    Change vs previous 13F +13,141 shares

    0.02% of the 13F portfolio, value $1,210,591.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, 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 15,737 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $741,863.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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