Kraft, Davis & Associates, LLC AVEM — AMERICAN CENTY ETF TR

Ownership history in Kraft, Davis & Associates, LLC  ·  3 quarters on record

AI Ownership Summary

Kraft, Davis & Associates, LLC reported AMERICAN CENTY ETF TR (AVEM) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.75% in 2026 Q2. The latest visible filing shows AVEM at 0.72% 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 Kraft, Davis & Associates, LLC'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 Q3

AVEM was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 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 Kraft, Davis & Associates, LLC held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 37,825 -883 -2.3% 0.72% $3.4M 2026-10-21 $89.83
2026 Q2 ADDED — — — 38,708 +4,196 +12.2% 0.75% $3.6M 2026-07-09 $93.34
2026 Q1 INITIATED — — — 34,512 — — 0.66% $3.1M 2026-05-01 $89.41

FAQ About Kraft, Davis & Associates, LLC and AVEM

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

How long has Kraft, Davis & Associates, LLC reported owning AVEM?

Kraft, Davis & Associates, LLC reported AVEM across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported AVEM position in Kraft, Davis & Associates, LLC's portfolio?

The largest reported portfolio weight for AVEM was 0.75% in 2026 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q3, when Kraft, Davis & Associates, LLC reported 37,825 shares, equal to 0.72% of portfolio, with an estimated market value of $3.4M.

What does the chart on this AVEM ownership page compare?

The chart compares Kraft, Davis & Associates, LLC'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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