AVEM β€” AMERICAN CENTY ETF TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  Β·  3 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported AMERICAN CENTY ETF TR (AVEM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.4% in 2026 Q1. The latest visible filing shows AVEM at 1.40% 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 Koesten, Hirschmann & Crabtree, 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
2026 Q1

AVEM was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Koesten, Hirschmann & Crabtree, 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 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 35,729 +8,359 +30.5% 1.40% $2.9M 2026-04-15 $87.84
2025 Q4 ADDED 27,370 +27,231 +19590.6% 1.04% $2.1M 2026-02-09 $85.57
2025 Q3 INITIATED 139 β€” β€” 0.00% $10K 2025-11-05 $76.16

FAQ About Koesten, Hirschmann & Crabtree, 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 Koesten, Hirschmann & Crabtree, INC. reported owning AVEM?

Koesten, Hirschmann & Crabtree, INC. reported AVEM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AVEM position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for AVEM was 1.40% in 2026 Q1.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when Koesten, Hirschmann & Crabtree, INC. reported 35,729 shares, equal to 1.40% of portfolio, with an estimated market value of $2.9M.

What does the chart on this AVEM ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, 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.

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