Position in AVB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,510
+$1,546 QoQ
Shares Held
61
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 745 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $650,961 across 4 REIT - Residential names. AVB ranks #3 (1.8% of the industry book) .
All Filings in AVB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,510 | 61 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,964 | 61 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $2,790 | 13 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,859 | 13 | Shares | Sole | 2025-01-24 | |
| 2024-03-31 | $16,329 | 88 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,475 | 88 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,113 | 88 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,655 | 88 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,789 | 88 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,760 | 79 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,524 | 68 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||