AIO β€” VIRTUS ARTIFICIAL INTELLIGEN

Ownership history in Aveo Capital Partners, LLC  Β·  4 quarters on record

AI Ownership Summary

Aveo Capital Partners, LLC reported VIRTUS ARTIFICIAL INTELLIGEN (AIO) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows AIO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aveo Capital Partners, LLC's position in VIRTUS ARTIFICIAL INTELLIGEN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AIO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aveo Capital Partners, LLC held AIO β€” position size vs. price
% of Fund (quarterly)    AIO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 13,299 β€” 0% 0.05% $284K 2026-02-14 (Est.) $22.43
2025 Q3 UNCHANGED 13,299 β€” 0% 0.05% $284K 2025-11-14 $21.23
2025 Q2 UNCHANGED 13,299 β€” 0% 0.05% $284K 2025-08-21 $21.54
2025 Q1 INITIATED 13,299 β€” β€” 0.05% $284K 2025-05-12 $19.57

🏒 Other funds also holding AIO

As of 2026 Q1 β€” sorted by position size

HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Aveo Capital Partners, LLC and AIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aveo Capital Partners, LLC reported owning AIO?

Aveo Capital Partners, LLC reported AIO across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AIO position in Aveo Capital Partners, LLC's portfolio?

The largest reported portfolio weight for AIO was 0.05% in 2025 Q1.

What is the latest reported AIO position on this page?

The most recent filing on this page is 2025 Q4, when Aveo Capital Partners, LLC reported 13,299 shares, equal to 0.05% of portfolio, with an estimated market value of $284K.

What does the chart on this AIO ownership page compare?

The chart compares Aveo Capital Partners, LLC's quarterly AIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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