AVIV — AMERICAN CENTY ETF TR

Ownership history in BAYSHORE ASSET MANAGEMENT, LLC  ·  16 quarters on record

AI Ownership Summary

BAYSHORE ASSET MANAGEMENT, LLC reported AMERICAN CENTY ETF TR (AVIV) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.43% in 2025 Q3. The latest visible filing shows AVIV at 3.42% 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 AVIV 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

AVIV was reported at 3.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.43% in 2025 Q3

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.

AVIV stock page BAYSHORE ASSET MANAGEMENT, LLC fund profile BAYSHORE ASSET MANAGEMENT, LLC full holdings
How BAYSHORE ASSET MANAGEMENT, LLC held AVIV — position size vs. price
% of Fund (quarterly)    AVIV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 117,532 -910 -0.8% 3.42% $8.4M 2026-02-14 (Est.) $78.92
2025 Q3 REDUCED 118,442 -893 -0.7% 3.43% $8.0M 2025-10-31 $66.89
2025 Q2 ADDED 119,335 +2,716 +2.3% 3.39% $7.4M 2025-07-30 $61.63
2025 Q1 ADDED 116,619 +1,291 +1.1% 3.29% $6.6M 2025-04-17 $54.49
2024 Q4 ADDED 115,328 +2,116 +1.9% 2.75% $6.0M 2025-01-16 $50.72
2024 Q3 REDUCED 113,212 -72 -0.1% 2.85% $6.4M 2024-10-21 $52.10
2024 Q2 REDUCED 113,284 -1,269 -1.1% 2.99% $5.9M 2024-07-30 $50.98
2024 Q1 ADDED 114,553 +7,363 +6.9% 3.04% $6.2M 2024-05-13 $50.91
2023 Q4 ADDED 107,190 +5,797 +5.7% 2.91% $5.5M 2024-02-09 $47.12
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVIV

As of 2026 Q1 — sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 1.17% Prosperity Planning, Inc. 3Y 1.14% Harbor Group, Inc. 3Y 0.75% Cypress Point Wealth Management, LLC 3Y 0.42% ANDERSON HOAGLAND & CO 3Y 7Y 0.33% Approach Retirement Advisors, LLC 0.22% Freestate Advisors LLC 3Y 0.2% Atala Financial Inc 0.17% Plancorp, LLC 3Y 7Y 0.11% Wedmont Private Capital 3Y 0.1%

FAQ About BAYSHORE ASSET MANAGEMENT, LLC and AVIV

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 AVIV?

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

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

The largest reported portfolio weight for AVIV was 3.43% in 2025 Q3.

What is the latest reported AVIV position on this page?

The most recent filing on this page is 2025 Q4, when BAYSHORE ASSET MANAGEMENT, LLC reported 117,532 shares, equal to 3.42% of portfolio, with an estimated market value of $8.4M.

What does the chart on this AVIV ownership page compare?

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