J. R. Prunier Capital Management LLC AVSC — AVANTIS U.S SMALL CAP EQUITY ETF

Ownership history in J. R. Prunier Capital Management LLC  ·  1 quarter on record

AI Ownership Summary

J. R. Prunier Capital Management LLC reported AVANTIS U.S SMALL CAP EQUITY ETF (AVSC) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 1.12% in 2026 Q3. The latest visible filing shows AVSC at 1.12% 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 AVSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. R. Prunier Capital Management LLC's position in AVANTIS U.S SMALL CAP EQUITY ETF, 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
2026 Q3

AVSC was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 J. R. Prunier Capital Management LLC held AVSC — position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 37,938 — — 1.12% $2.8M 2026-11-09 $72.02

FAQ About J. R. Prunier Capital Management LLC and AVSC

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

How long has J. R. Prunier Capital Management LLC reported owning AVSC?

J. R. Prunier Capital Management LLC reported AVSC across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported AVSC position in J. R. Prunier Capital Management LLC's portfolio?

The largest reported portfolio weight for AVSC was 1.12% in 2026 Q3.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2026 Q3, when J. R. Prunier Capital Management LLC reported 37,938 shares, equal to 1.12% of portfolio, with an estimated market value of $2.8M.

What does the chart on this AVSC ownership page compare?

The chart compares J. R. Prunier Capital Management LLC's quarterly AVSC 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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