Canvas Wealth Advisors, LLC AVIV AMERICAN CENTY ETF TR

Ownership history in Canvas Wealth Advisors, LLC  ·  15 quarters on record

AI Ownership Summary

Canvas Wealth Advisors, LLC reported AMERICAN CENTY ETF TR (AVIV) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2026 Q1. The latest visible filing shows AVIV at 0.19% 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 Canvas Wealth Advisors, 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

AVIV was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% 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
2024 Q1 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 Canvas Wealth Advisors, LLC held AVIV — position size vs. price
% of Fund (quarterly)    AVIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 17,710 +952 +5.7% 0.19% $1.4M 2026-07-10 $78.80
2026 Q1 ADDED 16,758 +4,355 +35.1% 0.21% $1.3M 2026-04-28 $76.15
2025 Q4 REDUCED 12,403 -72 -0.6% 0.15% $883K 2026-01-12 $72.50
2025 Q3 ADDED 12,475 +953 +8.3% 0.15% $852K 2025-11-05 $65.87
2025 Q2 ADDED 11,522 +4,977 +76.0% 0.14% $727K 2025-07-30 $60.95
2025 Q1 REDUCED 30.6% +11.8% 6,545 -2,886 -30.6% 0.10% $375K 2025-04-24 $55.40
2024 Q4 REDUCED 8.6% +9.2% 9,431 -884 -8.6% 0.12% $489K 2025-01-28 $51.60
2024 Q3 ADDED 10,315 +595 +6.1% 0.16% $579K 2024-10-15 $51.72
2024 Q2 ADDED 9,720 +1,616 +19.9% 0.16% $519K 2024-08-01 $49.51
2024 Q1 ADDED 8,104 +1,847 +29.5% 0.14% $426K 2024-04-23 $49.33
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Canvas Wealth Advisors, 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 Canvas Wealth Advisors, LLC reported owning AVIV?

Canvas Wealth Advisors, LLC reported AVIV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVIV position in Canvas Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for AVIV was 0.21% in 2026 Q1.

What is the latest reported AVIV position on this page?

The most recent filing on this page is 2026 Q2, when Canvas Wealth Advisors, LLC reported 17,710 shares, equal to 0.19% of portfolio, with an estimated market value of $1.4M.

What does the chart on this AVIV ownership page compare?

The chart compares Canvas Wealth Advisors, 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.

How well did Canvas Wealth Advisors, LLC time their AVIV position?

Based on 13F filing dates vs. subsequent AVIV price moves, Canvas Wealth Advisors, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on AVIV relative to SPY over the holding period was -2.5%.

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