Beaird Harris Wealth Management, LLC AVUQ β€” AMERICAN CENTY ETF TR

Ownership history in Beaird Harris Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Beaird Harris Wealth Management, LLC reported AMERICAN CENTY ETF TR (AVUQ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows AVUQ at 0.00% 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 AVUQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaird Harris Wealth 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
2026 Q2

AVUQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q3 to 2026 Q2

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 Beaird Harris Wealth Management, LLC held AVUQ β€” position size vs. price
% of Fund (quarterly)    AVUQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $9 2026-07-08 $65.68
2026 Q1 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $8 2026-05-14 $66.49
2025 Q4 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $8 2026-02-23 $59.26
2025 Q3 INITIATED β€” β€” β€” β€” β€” β€” 0.00% $8 2025-11-13 $59.04

FAQ About Beaird Harris Wealth Management, LLC and AVUQ

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

How long has Beaird Harris Wealth Management, LLC reported owning AVUQ?

Beaird Harris Wealth Management, LLC reported AVUQ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AVUQ position in Beaird Harris Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AVUQ was 0.00% in 2025 Q3.

What is the latest reported AVUQ position on this page?

The latest section of the table and chart shows the most recent reported AVUQ position for Beaird Harris Wealth Management, LLC.

What does the chart on this AVUQ ownership page compare?

The chart compares Beaird Harris Wealth Management, LLC's quarterly AVUQ 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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