Mendota Financial Group, LLC AVSC β€” AMERICAN CENTY ETF TR

Ownership history in Mendota Financial Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Mendota Financial Group, LLC reported AMERICAN CENTY ETF TR (AVSC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 2.63% in 2026 Q1. The latest visible filing shows AVSC at 2.63% 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 AVSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mendota Financial Group, 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
2026 Q1

AVSC was reported at 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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 Mendota Financial Group, LLC held AVSC β€” position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 56,954 +9,833 +20.9% 2.63% $3.5M 2026-04-16 $66.32
2025 Q4 ADDED β€” β€” β€” 47,121 +20,234 +75.3% 2.01% $2.8M 2026-01-20 $62.00
2025 Q3 ADDED β€” β€” β€” 26,887 +8,173 +43.7% 1.15% $1.5M 2025-10-14 $57.22
2025 Q2 INITIATED β€” β€” β€” 18,714 β€” β€” 0.91% $965K 2025-07-21 $52.92

FAQ About Mendota Financial Group, LLC and AVSC

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

How long has Mendota Financial Group, LLC reported owning AVSC?

Mendota Financial Group, LLC reported AVSC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported AVSC position in Mendota Financial Group, LLC's portfolio?

The largest reported portfolio weight for AVSC was 2.63% in 2026 Q1.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2026 Q1, when Mendota Financial Group, LLC reported 56,954 shares, equal to 2.63% of portfolio, with an estimated market value of $3.5M.

What does the chart on this AVSC ownership page compare?

The chart compares Mendota Financial Group, LLC's quarterly AVSC 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 Mendota Financial Group, LLC time their AVSC position?

Based on 13F filing dates vs. subsequent AVSC price moves, Mendota Financial Group, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AVSC relative to SPY over the holding period was +15.7%.

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