AVSE β€” AMERICAN CENTY ETF TR

Ownership history in MB Generational Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

MB Generational Wealth, LLC reported AMERICAN CENTY ETF TR (AVSE) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.28% in 2025 Q3. The latest visible filing shows AVSE at 0.23% 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 AVSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MB Generational Wealth, LLC'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

AVSE was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

How MB Generational Wealth, LLC held AVSE β€” position size vs. price
% of Fund (quarterly)    AVSE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,708 -134 -2.0% 0.23% $436K 2026-02-14 (Est.) $72.33
2025 Q3 INITIATED 6,842 β€” β€” 0.28% $435K 2025-11-06 $63.76

FAQ About MB Generational Wealth, LLC and AVSE

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

How long has MB Generational Wealth, LLC reported owning AVSE?

MB Generational Wealth, LLC reported AVSE across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported AVSE position in MB Generational Wealth, LLC's portfolio?

The largest reported portfolio weight for AVSE was 0.28% in 2025 Q3.

What is the latest reported AVSE position on this page?

The most recent filing on this page is 2025 Q4, when MB Generational Wealth, LLC reported 6,708 shares, equal to 0.23% of portfolio, with an estimated market value of $436K.

What does the chart on this AVSE ownership page compare?

The chart compares MB Generational Wealth, LLC's quarterly AVSE 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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