Linscomb Wealth, Inc. AVIV — AMERICAN CENTY ETF TR

Ownership history in Linscomb Wealth, Inc.  ·  7 quarters on record

AI Ownership Summary

Linscomb Wealth, Inc. reported AMERICAN CENTY ETF TR (AVIV) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.82% in 2025 Q4. The latest visible filing shows AVIV at 0.82% 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 AVIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Linscomb Wealth, 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
2025 Q4

AVIV was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% 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
2024 Q2 to 2025 Q4

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.

AVIV stock page Linscomb Wealth, Inc. fund profile Linscomb Wealth, Inc. full holdings
How Linscomb Wealth, Inc. held AVIV — position size vs. price
% of Fund (quarterly)    AVIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 274,167 +41,918 +18.0% 0.82% $19.5M 2026-02-14 (Est.) $78.92
2025 Q3 ADDED — — — 232,249 +71,374 +44.4% 0.67% $15.7M 2025-11-05 $66.61
2025 Q2 ADDED — — — 160,875 +19,103 +13.5% 0.46% $10.0M 2025-08-04 $61.95
2025 Q1 ADDED — — — 141,772 +38,137 +36.8% 0.40% $8.0M 2025-05-12 $57.49
2024 Q4 ADDED — — — 103,635 +53,441 +106.5% 0.27% $5.4M 2025-02-05 $52.80
2024 Q3 ADDED — — — 50,194 +45,066 +878.8% 0.14% $2.8M 2024-11-06 $51.57
2024 Q2 INITIATED — — — 5,128 — — 0.01% $269K 2024-08-07 $48.36

🏢 Other funds also holding AVIV

As of 2026 Q1 — sorted by position size

Foundry Financial Group, Inc. 8.11% Golden Bell Financial Planning LLC 7.08% ATLas Financial Planning LLC 5.91% Paladin Advisory Group, LLC 3Y 5.72% Summit Portfolio Management, LTD. 5.36% Northland Capital Management LLC 3Y 4.88% IAG Wealth Partners, LLC 3Y 4.85% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 4.43% Frankly Finances, LLC 3.53% BAYSHORE ASSET MANAGEMENT, LLC 3Y 3.32%

FAQ About Linscomb Wealth, Inc. and AVIV

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

How long has Linscomb Wealth, Inc. reported owning AVIV?

Linscomb Wealth, Inc. reported AVIV across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AVIV position in Linscomb Wealth, Inc.'s portfolio?

The largest reported portfolio weight for AVIV was 0.82% in 2025 Q4.

What is the latest reported AVIV position on this page?

The most recent filing on this page is 2025 Q4, when Linscomb Wealth, Inc. reported 274,167 shares, equal to 0.82% of portfolio, with an estimated market value of $19.5M.

What does the chart on this AVIV ownership page compare?

The chart compares Linscomb Wealth, Inc.'s quarterly AVIV 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.

How well did Linscomb Wealth, Inc. time their AVIV position?

Based on 13F filing dates vs. subsequent AVIV price moves, Linscomb Wealth, Inc. correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on AVIV relative to SPY over the holding period was +13.9%.

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