AVSD β€” AMERICAN CENTY ETF TR

Ownership history in MB Generational Wealth, LLC  Β·  8 quarters on record

AI Ownership Summary

MB Generational Wealth, LLC reported AMERICAN CENTY ETF TR (AVSD) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.11% in 2023 Q4. The latest visible filing shows AVSD at 0.78% 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 AVSD 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

AVSD was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 AVSD β€” position size vs. price
% of Fund (quarterly)    AVSD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 19,791 β€” 0% 0.78% $1.5M 2026-02-14 (Est.) $80.17
2025 Q3 REDUCED 19,791 -903 -4.4% 0.90% $1.4M 2025-11-06 $70.50
2025 Q1 REDUCED 20,694 -1,223 -5.6% 0.93% $1.2M 2025-05-02 $61.79
2024 Q4 UNCHANGED 21,917 β€” 0% 0.90% $1.2M 2025-02-04 $56.59
2024 Q3 UNCHANGED 21,917 β€” 0% 0.96% $1.3M 2024-11-07 $56.40
2024 Q2 REDUCED 21,917 -9 -0.0% 0.94% $1.2M 2024-07-24 $54.27
2024 Q1 UNCHANGED 21,926 β€” 0% 0.98% $1.2M 2024-05-09 $53.77
2023 Q4 INITIATED 21,926 β€” β€” 1.11% $1.2M 2024-02-08 $50.11

FAQ About MB Generational Wealth, LLC and AVSD

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 AVSD?

MB Generational Wealth, LLC reported AVSD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for AVSD was 1.11% in 2023 Q4.

What is the latest reported AVSD position on this page?

The most recent filing on this page is 2025 Q4, when MB Generational Wealth, LLC reported 19,791 shares, equal to 0.78% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AVSD ownership page compare?

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