AVIV — Avantis International Value/American Century

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in Avantis International Value/American Century (AVIV). 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.

Peak position

1.27% (2025 Q4)

Avg. % of fund

0.81%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	31,125	+10,500	+50.9%	1.27%	$2.2M	$71.14
2025 Q3	ADDED	20,625	+525	+2.6%	0.86%	$1.4M	$66.39
2025 Q2	ADDED	20,100	+1,470	+7.9%	0.84%	$1.3M	$61.26
2025 Q1	REDUCED	18,630	-45	-0.2%	0.78%	$1.1M	$54.79

% of Fund (quarterly) AVIV price (monthly, adj. close)

Other funds also holding AVIV

As of 2025 Q4 — sorted by position size

Foundry Financial Group, Inc. 8.63% ATLas Financial Planning LLC 5.82% Wright Wealth LLC 5.5% Paladin Advisory Group, LLC 3Y 5.21% Northland Capital Management LLC 3Y 4.48% IAG Wealth Partners, LLC 3Y 4.47% Allegiance Financial Group Advisory Services LLC 3Y 4.34% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 4.19% BAYSHORE ASSET MANAGEMENT, LLC 3Y 3.42% B&D White Capital Company, LLC 3Y 3.07%

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