AVEM β€” AMERICAN CENTY ETF TR

Ownership history in L.K. Benson & Company, P.C.  Β·  6 quarters on record

AI Ownership Summary

L.K. Benson & Company, P.C. reported AMERICAN CENTY ETF TR (AVEM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.91% in 2025 Q2. The latest visible filing shows AVEM at 0.55% 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 L.K. Benson & Company, P.C.'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

AVEM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2025 Q2

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

Time in book
Holding Window
2024 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 L.K. Benson & Company, P.C. held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,675 +230 +1.1% 0.55% $1.7M 2026-04-21 $88.00
2025 Q4 REDUCED 20,445 -362 -1.7% 0.79% $1.6M 2026-02-06 $84.68
2025 Q3 REDUCED 20,807 -757 -3.5% 0.84% $1.6M 2025-11-05 $76.16
2025 Q2 ADDED 21,564 +207 +1.0% 0.91% $1.5M 2025-07-23 $69.93
2025 Q1 ADDED 21,357 +50 +0.2% 0.89% $1.3M 2025-04-25 $58.55
2024 Q4 INITIATED 21,307 β€” β€” 0.88% $1.3M 2025-02-11 $58.62

FAQ About L.K. Benson & Company, P.C. and AVEM

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

How long has L.K. Benson & Company, P.C. reported owning AVEM?

L.K. Benson & Company, P.C. reported AVEM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVEM position in L.K. Benson & Company, P.C.'s portfolio?

The largest reported portfolio weight for AVEM was 0.91% in 2025 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when L.K. Benson & Company, P.C. reported 20,675 shares, equal to 0.55% of portfolio, with an estimated market value of $1.7M.

What does the chart on this AVEM ownership page compare?

The chart compares L.K. Benson & Company, P.C.'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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