AVIG 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 (AVIG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2025 Q1. The latest visible filing shows AVIG at 0.53% 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 AVIG 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

AVIG was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2025 Q1

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 AVIG β€” position size vs. price
% of Fund (quarterly)    AVIG 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 38,732 +188 +0.5% 0.53% $1.6M 2026-04-21 $41.69
2025 Q4 ADDED 38,544 +448 +1.2% 0.81% $1.6M 2026-02-06 $41.71
2025 Q3 ADDED 38,096 +7,559 +24.8% 0.86% $1.6M 2025-11-05 $41.08
2025 Q2 REDUCED 30,537 -8,087 -20.9% 0.78% $1.3M 2025-07-23 $39.99
2025 Q1 ADDED 38,624 +125 +0.3% 1.11% $1.6M 2025-04-25 $39.40
2024 Q4 INITIATED 38,499 β€” β€” 1.10% $1.6M 2025-02-11 $38.67

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

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 AVIG?

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

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

The largest reported portfolio weight for AVIG was 1.11% in 2025 Q1.

What is the latest reported AVIG position on this page?

The most recent filing on this page is 2026 Q1, when L.K. Benson & Company, P.C. reported 38,732 shares, equal to 0.53% of portfolio, with an estimated market value of $1.6M.

What does the chart on this AVIG ownership page compare?

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