AVLV β€” AMERICAN CENTY ETF TR

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  5 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported AMERICAN CENTY ETF TR (AVLV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.87% in 2025 Q4. The latest visible filing shows AVLV at 1.87% 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 AVLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLUNE & ASSOCIATES, LTD.'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

AVLV was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% 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 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.

How CLUNE & ASSOCIATES, LTD. held AVLV β€” position size vs. price
% of Fund (quarterly)    AVLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 114,017 +17,994 +18.7% 1.87% $8.6M 2026-02-14 (Est.) $83.08
2025 Q3 ADDED 96,023 +4,645 +5.1% 1.73% $6.9M 2025-10-17 $71.05
2025 Q2 ADDED 91,378 +5,833 +6.8% 1.71% $6.2M 2025-07-30 $68.97
2025 Q1 ADDED 85,545 +3,776 +4.6% 1.71% $5.6M 2025-04-28 $61.72
2024 Q4 INITIATED 81,769 β€” β€” 1.81% $5.5M 2025-02-11 $68.28

FAQ About CLUNE & ASSOCIATES, LTD. and AVLV

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

How long has CLUNE & ASSOCIATES, LTD. reported owning AVLV?

CLUNE & ASSOCIATES, LTD. reported AVLV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AVLV position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for AVLV was 1.87% in 2025 Q4.

What is the latest reported AVLV position on this page?

The most recent filing on this page is 2025 Q4, when CLUNE & ASSOCIATES, LTD. reported 114,017 shares, equal to 1.87% of portfolio, with an estimated market value of $8.6M.

What does the chart on this AVLV ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'s quarterly AVLV 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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