AVSC β€” AMERICAN CENTY ETF TR

Ownership history in Berger Financial Group, Inc  Β·  6 quarters on record

AI Ownership Summary

Berger Financial Group, Inc reported AMERICAN CENTY ETF TR (AVSC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.95% in 2025 Q4. The latest visible filing shows AVSC at 0.95% 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 AVSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berger Financial Group, Inc'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

AVSC was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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 Berger Financial Group, Inc held AVSC β€” position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 280,762 +10,422 +3.9% 0.95% $16.5M 2026-02-14 (Est.) $64.73
2025 Q3 ADDED 270,340 +2,065 +0.8% 0.93% $15.5M 2025-10-14 $57.22
2025 Q2 ADDED 268,275 +10,302 +4.0% 0.89% $13.8M 2025-07-22 $53.55
2025 Q1 ADDED 257,973 +37,646 +17.1% 0.87% $12.5M 2025-05-12 $49.72
2024 Q4 ADDED 220,327 +20,588 +10.3% 0.83% $12.0M 2025-02-14 $54.37
2024 Q3 INITIATED 199,739 β€” β€” 0.78% $10.8M 2024-11-12 $57.35

🏒 Other funds also holding AVSC

As of 2026 Q1 β€” sorted by position size

CX Institutional 3Y 7Y 0.0%

FAQ About Berger Financial Group, Inc and AVSC

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

How long has Berger Financial Group, Inc reported owning AVSC?

Berger Financial Group, Inc reported AVSC across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AVSC position in Berger Financial Group, Inc's portfolio?

The largest reported portfolio weight for AVSC was 0.95% in 2025 Q4.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2025 Q4, when Berger Financial Group, Inc reported 280,762 shares, equal to 0.95% of portfolio, with an estimated market value of $16.5M.

What does the chart on this AVSC ownership page compare?

The chart compares Berger Financial Group, Inc's quarterly AVSC 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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