Ownership history in Meredith Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in AMERICAN CENTY ETF TR (AVES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 280,157 | +1,802 | +0.6% | 4.86% | $16.3M | $58.25 |
| 2025 Q3 | ADDED | 278,355 | +6,914 | +2.5% | 5.06% | $16.0M | $56.22 |
| 2025 Q2 | ADDED | 271,441 | +35,187 | +14.9% | 5.28% | $14.5M | $52.48 |
| 2025 Q1 | ADDED | 236,254 | +6,810 | +3.0% | 4.91% | $11.1M | $45.56 |
| 2024 Q4 | ADDED | 229,444 | +11,863 | +5.5% | 4.72% | $10.6M | $44.64 |
| 2024 Q3 | ADDED | 217,581 | +4,379 | +2.1% | 5.41% | $11.3M | $48.92 |
| 2024 Q2 | ADDED | 213,202 | +2,844 | +1.4% | 5.45% | $10.4M | $45.74 |
| 2024 Q1 | ADDED | 210,358 | +6,963 | +3.4% | 5.56% | $10.0M | $44.03 |
| 2023 Q4 | REDUCED | 203,395 | -33,919 | -14.3% | 5.81% | $9.4M | $42.71 |
| 2023 Q3 | ADDED | 237,314 | +16,935 | +7.7% | 7.66% | $10.3M | $39.20 |
As of 2025 Q4 — sorted by position size