LANE BROTHERS & CO INC AVUS β€” AMERICAN CENTY ETF TR

Ownership history in LANE BROTHERS & CO INC  Β·  2 quarters on record

AI Ownership Summary

LANE BROTHERS & CO INC reported AMERICAN CENTY ETF TR (AVUS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 3.73% in 2025 Q4. The latest visible filing shows AVUS at 3.38% 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 AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANE BROTHERS & CO 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

AVUS was reported at 3.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 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 LANE BROTHERS & CO INC held AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 41,715 -4,459 -9.7% 3.38% $4.6M 2026-05-05 $123.11
2025 Q4 INITIATED β€” β€” β€” 46,174 β€” β€” 3.73% $5.2M 2026-03-13 $111.37

FAQ About LANE BROTHERS & CO INC and AVUS

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

How long has LANE BROTHERS & CO INC reported owning AVUS?

LANE BROTHERS & CO INC reported AVUS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported AVUS position in LANE BROTHERS & CO INC's portfolio?

The largest reported portfolio weight for AVUS was 3.73% in 2025 Q4.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2026 Q1, when LANE BROTHERS & CO INC reported 41,715 shares, equal to 3.38% of portfolio, with an estimated market value of $4.6M.

What does the chart on this AVUS ownership page compare?

The chart compares LANE BROTHERS & CO INC's quarterly AVUS 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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