Ownership history in IAM Advisory, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in AMERICAN CENTY ETF TR (AVDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 409,906 | +2,280 | +0.6% | 7.50% | $33.7M | $82.23 |
| 2025 Q3 | ADDED | 407,626 | +4,003 | +1.0% | 7.23% | $32.2M | $77.91 |
| 2025 Q2 | ADDED | 403,623 | +214,294 | +113.2% | 7.17% | $29.9M | $73.08 |
| 2025 Q1 | REDUCED | 189,329 | -1,659 | -0.9% | 3.26% | $12.5M | $64.32 |
| 2024 Q4 | REDUCED | 190,988 | -2,666 | -1.4% | 2.97% | $11.7M | $59.57 |
| 2024 Q3 | ADDED | 193,654 | +1,328 | +0.7% | 3.28% | $13.0M | $64.19 |
| 2024 Q2 | ADDED | 192,326 | +180,779 | +1565.6% | 3.25% | $12.0M | $59.62 |
| 2024 Q1 | ADDED | 11,547 | +965 | +9.1% | 0.20% | $736K | $59.90 |
| 2023 Q4 | ADDED | 10,582 | +567 | +5.7% | 0.20% | $639K | $56.79 |
| 2023 Q3 | ADDED | 10,015 | +95 | +1.0% | 0.19% | $557K | $51.62 |
As of 2025 Q4 — sorted by position size