AVDE β€” AMERICAN CENTY ETF TR

Ownership history in Cambridge Financial Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Cambridge Financial Group, LLC reported AMERICAN CENTY ETF TR (AVDE) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows AVDE at 0.08% 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 AVDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Financial Group, 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 Q1

AVDE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

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 Q1

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 Cambridge Financial Group, LLC held AVDE β€” position size vs. price
% of Fund (quarterly)    AVDE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,727 -273 -9.1% 0.08% $231K 2026-04-08 $nan
2025 Q3 INITIATED 3,000 β€” β€” 0.08% $237K 2025-10-06 $79.05

FAQ About Cambridge Financial Group, LLC and AVDE

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

How long has Cambridge Financial Group, LLC reported owning AVDE?

Cambridge Financial Group, LLC reported AVDE across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AVDE position in Cambridge Financial Group, LLC's portfolio?

The largest reported portfolio weight for AVDE was 0.08% in 2026 Q1.

What is the latest reported AVDE position on this page?

The most recent filing on this page is 2026 Q1, when Cambridge Financial Group, LLC reported 2,727 shares, equal to 0.08% of portfolio, with an estimated market value of $231K.

What does the chart on this AVDE ownership page compare?

The chart compares Cambridge Financial Group, LLC's quarterly AVDE 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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