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 US Small Cap Value/American Century (AVUV). 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 | 32,575 | +5,280 | +19.3% | 1.90% | $3.3M | $101.72 |
| 2025 Q3 | ADDED | 27,295 | +645 | +2.4% | 1.68% | $2.7M | $98.91 |
| 2025 Q2 | ADDED | 26,650 | +6,510 | +32.3% | 1.62% | $2.4M | $90.12 |
| 2025 Q1 | REDUCED | 20,140 | -6,270 | -23.7% | 1.29% | $1.8M | $85.82 |
| 2024 Q4 | ADDED | 26,410 | +1,910 | +7.8% | 1.82% | $2.5M | $94.68 |
| 2024 Q3 | ADDED | 24,500 | +5,400 | +28.3% | 1.66% | $2.4M | $93.71 |
| 2024 Q2 | REDUCED | 19,100 | -200 | -1.0% | 1.44% | $1.7M | $87.27 |
| 2024 Q1 | ADDED | 19,300 | +6,645 | +52.5% | 1.47% | $1.8M | $90.71 |
| 2023 Q4 | ADDED | 12,655 | +645 | +5.4% | 1.03% | $1.1M | $86.63 |
| 2023 Q3 | REDUCED | 12,010 | -425 | -3.4% | 0.92% | $936K | $74.83 |
As of 2025 Q4 — sorted by position size