AVEM β€” AMERICAN CENTY ETF TR

Ownership history in BAYSHORE ASSET MANAGEMENT, LLC  Β·  15 quarters on record

AI Ownership Summary

BAYSHORE ASSET MANAGEMENT, LLC reported AMERICAN CENTY ETF TR (AVEM) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.49% in 2025 Q2. The latest visible filing shows AVEM at 0.46% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAYSHORE ASSET MANAGEMENT, LLC's position in AMERICAN CENTY ETF TR, 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

AVEM was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

AVEM stock page BAYSHORE ASSET MANAGEMENT, LLC fund profile BAYSHORE ASSET MANAGEMENT, LLC full holdings
How BAYSHORE ASSET MANAGEMENT, LLC held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 14,503 β€” 0% 0.46% $1.1M 2026-02-14 (Est.) $86.21
2025 Q3 REDUCED 14,503 -1,095 -7.0% 0.47% $1.1M 2025-10-31 $76.30
2025 Q2 REDUCED 15,598 -62 -0.4% 0.49% $1.1M 2025-07-30 $68.55
2025 Q1 REDUCED 15,660 -109 -0.7% 0.47% $942K 2025-04-17 $56.54
2024 Q4 ADDED 15,769 +476 +3.1% 0.43% $927K 2025-01-16 $56.88
2024 Q3 REDUCED 15,293 -144 -0.9% 0.44% $988K 2024-10-21 $60.94
2024 Q2 UNCHANGED 15,437 β€” 0% 0.47% $943K 2024-07-30 $57.03
2024 Q1 UNCHANGED 15,437 β€” 0% 0.44% $895K 2024-05-13 $57.43
2023 Q4 ADDED 15,437 +77 +0.5% 0.46% $871K 2024-02-09 $53.00
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVEM

As of 2026 Q1 β€” sorted by position size

Oak Root LLC 10.57% Armstrong, Fleming & Moore, Inc 9.0% Invariant Investment Management 7.82% Choice Wealth Advisors LLC 3Y 4.4% Sunburst Financial Group, LLC 3Y 3.36% Quantum Financial Advisors, LLC 3Y 3.19% Fragasso Financial Advisors Inc 3Y 7Y 3.04% Versant Capital Management, Inc 3Y 7Y 3.03% Prosperity Planning, Inc. 3Y 2.87% High Probability Advisors, LLC 2.84%

FAQ About BAYSHORE ASSET MANAGEMENT, LLC and AVEM

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

How long has BAYSHORE ASSET MANAGEMENT, LLC reported owning AVEM?

BAYSHORE ASSET MANAGEMENT, LLC reported AVEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVEM position in BAYSHORE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AVEM was 0.49% in 2025 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2025 Q4, when BAYSHORE ASSET MANAGEMENT, LLC reported 14,503 shares, equal to 0.46% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AVEM ownership page compare?

The chart compares BAYSHORE ASSET MANAGEMENT, LLC's quarterly AVEM 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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