AVSC β€” AMERICAN CENTY ETF TR

Ownership history in NORTHWEST WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

AI Ownership Summary

NORTHWEST WEALTH MANAGEMENT, LLC reported AMERICAN CENTY ETF TR (AVSC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.18% in 2025 Q4. The latest visible filing shows AVSC at 1.18% 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 NORTHWEST WEALTH MANAGEMENT, 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

AVSC was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q4

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

Time in book
Holding Window
2024 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 NORTHWEST WEALTH MANAGEMENT, LLC held AVSC β€” position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 127,278 +11,155 +9.6% 1.18% $7.5M 2026-02-14 (Est.) $64.73
2025 Q3 ADDED 116,123 +10,370 +9.8% 1.10% $6.6M 2025-10-14 $57.22
2025 Q2 ADDED 105,753 +8,405 +8.6% 0.99% $5.5M 2025-07-17 $53.34
2025 Q1 ADDED 97,348 +8,310 +9.3% 0.94% $4.7M 2025-04-25 $45.85
2024 Q4 ADDED 89,038 +84,852 +2027.0% 1.03% $4.8M 2025-02-10 $54.38
2024 Q3 INITIATED 4,186 β€” β€” 0.05% $226K 2024-11-04 $52.60

FAQ About NORTHWEST WEALTH MANAGEMENT, 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 NORTHWEST WEALTH MANAGEMENT, LLC reported owning AVSC?

NORTHWEST WEALTH MANAGEMENT, LLC reported AVSC across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AVSC position in NORTHWEST WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AVSC was 1.18% in 2025 Q4.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2025 Q4, when NORTHWEST WEALTH MANAGEMENT, LLC reported 127,278 shares, equal to 1.18% of portfolio, with an estimated market value of $7.5M.

What does the chart on this AVSC ownership page compare?

The chart compares NORTHWEST WEALTH MANAGEMENT, 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.

← Back to NORTHWEST WEALTH MANAGEMENT, LLC Holdings