Eaton-Cambridge Inc. AVDE — AMERICAN CENTY ETF TR

Ownership history in Eaton-Cambridge Inc.  ·  9 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported AMERICAN CENTY ETF TR (AVDE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2023 Q4. The latest visible filing shows AVDE at 0.49% 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 Eaton-Cambridge 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

AVDE was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2023 Q4

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.

AVDE stock page Eaton-Cambridge Inc. fund profile Eaton-Cambridge Inc. full holdings
How Eaton-Cambridge Inc. held AVDE — position size vs. price
% of Fund (quarterly)    AVDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 18,293 -554 -2.9% 0.49% $1.5M 2026-02-14 (Est.) $90.50
2025 Q3 REDUCED — — — 18,847 -516 -2.7% 0.52% $1.5M 2025-11-13 $79.35
2025 Q2 ADDED — — — 19,363 +608 +3.2% 0.54% $1.4M 2025-08-14 $75.67
2025 Q1 ADDED — — — 18,755 +1,208 +6.9% 0.53% $1.2M 2025-05-13 $68.46
2024 Q4 REDUCED — — — 17,547 -36 -0.2% 0.48% $1.1M 2025-01-22 $61.23
2024 Q3 REDUCED — — — 17,583 -286 -1.6% 0.56% $1.2M 2024-10-21 $62.44
2024 Q2 REDUCED — — — 17,869 -159 -0.9% 0.57% $1.1M 2024-07-17 $61.90
2024 Q1 REDUCED — — — 18,028 -936 -4.9% 0.61% $1.1M 2024-05-15 $61.30
2023 Q4 INITIATED — — — 18,964 — — 0.69% $1.1M 2024-02-13 $55.30

🏢 Other funds also holding AVDE

As of 2026 Q1 — sorted by position size

Rockwood Wealth Management, LLC 18.27% Oak Root LLC 14.76% Echo Wealth Management, LLC 3Y 14.47% Oak Wealth Advisors LLC 13.79% Yardley Wealth Management LLC 13.26% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 12.98% ACT Advisors, LLC. 3Y 11.27% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.8% Torren Management, LLC 10.8% Financial Plan, Inc. 10.79%

FAQ About Eaton-Cambridge Inc. and AVDE

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

How long has Eaton-Cambridge Inc. reported owning AVDE?

Eaton-Cambridge Inc. reported AVDE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVDE position in Eaton-Cambridge Inc.'s portfolio?

The largest reported portfolio weight for AVDE was 0.69% in 2023 Q4.

What is the latest reported AVDE position on this page?

The most recent filing on this page is 2025 Q4, when Eaton-Cambridge Inc. reported 18,293 shares, equal to 0.49% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AVDE ownership page compare?

The chart compares Eaton-Cambridge Inc.'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.

How well did Eaton-Cambridge Inc. time their AVDE position?

Based on 13F filing dates vs. subsequent AVDE price moves, Eaton-Cambridge Inc. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AVDE relative to SPY over the holding period was +7.6%.

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