AVEM β€” AMERICAN CENTY ETF TR

Ownership history in D'Orazio & Associates, Inc.  Β·  9 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported AMERICAN CENTY ETF TR (AVEM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.89% in 2025 Q2. The latest visible filing shows AVEM at 0.84% 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 AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D'Orazio & Associates, 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

AVEM was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q2

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

Time in book
Holding Window
2023 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 D'Orazio & Associates, Inc. held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 84,926 +819 +1.0% 0.84% $6.5M 2026-02-14 (Est.) $86.21
2025 Q3 REDUCED 84,107 -7,552 -8.2% 0.83% $6.3M 2025-11-10 $76.77
2025 Q2 ADDED 91,659 +57,022 +164.6% 0.89% $6.3M 2025-08-08 $69.43
2025 Q1 ADDED 34,637 +9,725 +39.0% 0.32% $2.1M 2025-04-17 $56.54
2024 Q4 REDUCED 24,912 -307 -1.2% 0.22% $1.5M 2025-01-28 $57.39
2024 Q3 REDUCED 25,219 -50 -0.2% 0.23% $1.6M 2024-11-05 $60.67
2024 Q2 ADDED 25,269 +1,995 +8.6% 0.24% $1.5M 2024-08-08 $56.51
2024 Q1 ADDED 23,274 +1,745 +8.1% 0.22% $1.3M 2024-05-09 $56.84
2023 Q4 INITIATED 21,529 β€” β€” 0.22% $1.2M 2024-02-08 $52.88

FAQ About D'Orazio & Associates, Inc. and AVEM

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

How long has D'Orazio & Associates, Inc. reported owning AVEM?

D'Orazio & Associates, Inc. reported AVEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVEM position in D'Orazio & Associates, Inc.'s portfolio?

The largest reported portfolio weight for AVEM was 0.89% in 2025 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2025 Q4, when D'Orazio & Associates, Inc. reported 84,926 shares, equal to 0.84% of portfolio, with an estimated market value of $6.5M.

What does the chart on this AVEM ownership page compare?

The chart compares D'Orazio & Associates, Inc.'s quarterly AVEM 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.

← Back to D'Orazio & Associates, Inc. Holdings