AVIV β€” AMERICAN CENTY ETF TR

Ownership history in Foundry Financial Group, Inc.  Β·  9 quarters on record

AI Ownership Summary

Foundry Financial Group, Inc. reported AMERICAN CENTY ETF TR (AVIV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.63% in 2025 Q4. The latest visible filing shows AVIV at 8.63% 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 AVIV ownership page tells you

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

AVIV was reported at 8.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.63% 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
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 Foundry Financial Group, Inc. held AVIV β€” position size vs. price
% of Fund (quarterly)    AVIV price (quarter-end, 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 242,095 +4,066 +1.7% 8.63% $17.2M 2026-02-14 (Est.) $78.92
2025 Q3 ADDED 238,029 +3,529 +1.5% 8.43% $16.1M 2025-10-23 $67.07
2025 Q2 ADDED 234,500 +51,763 +28.3% 8.31% $14.6M 2025-07-18 $61.01
2025 Q1 REDUCED 182,737 -9,555 -5.0% 6.38% $10.4M 2025-05-05 $57.25
2024 Q4 ADDED 192,292 +14,920 +8.4% 6.18% $10.0M 2025-02-07 $52.72
2024 Q3 ADDED 177,372 +1,225 +0.7% 6.22% $10.0M 2024-10-22 $51.97
2024 Q2 ADDED 176,147 +8,942 +5.3% 6.36% $9.2M 2024-08-09 $49.36
2024 Q1 ADDED 167,205 +22,446 +15.5% 6.45% $9.0M 2024-04-30 $49.36
2023 Q4 INITIATED 144,759 β€” β€” 6.32% $7.5M 2024-01-23 $46.74

FAQ About Foundry Financial Group, Inc. and AVIV

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

How long has Foundry Financial Group, Inc. reported owning AVIV?

Foundry Financial Group, Inc. reported AVIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVIV position in Foundry Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for AVIV was 8.63% in 2025 Q4.

What is the latest reported AVIV position on this page?

The most recent filing on this page is 2025 Q4, when Foundry Financial Group, Inc. reported 242,095 shares, equal to 8.63% of portfolio, with an estimated market value of $17.2M.

What does the chart on this AVIV ownership page compare?

The chart compares Foundry Financial Group, Inc.'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.

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