Steward Partners Investment Advisory, LLC AVIG β€” AMERICAN CENTY ETF TR

Ownership history in Steward Partners Investment Advisory, LLC  Β·  3 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported AMERICAN CENTY ETF TR (AVIG) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows AVIG at 0.00% 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 AVIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, 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 Q3

AVIG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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 Q3

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 Steward Partners Investment Advisory, LLC held AVIG β€” position size vs. price
% of Fund (quarterly)    AVIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 181 +84 +86.6% 0.00% $8K 2025-11-12 $40.87
2024 Q4 REDUCED 24.8% +2.8% ❌ 97 -32 -24.8% 0.00% $4K 2025-02-06 $38.50
2024 Q3 INITIATED β€” β€” β€” 129 β€” β€” 0.00% $5K 2024-11-14 $38.07

FAQ About Steward Partners Investment Advisory, LLC and AVIG

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

How long has Steward Partners Investment Advisory, LLC reported owning AVIG?

Steward Partners Investment Advisory, LLC reported AVIG across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported AVIG position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for AVIG was 0.00% in 2024 Q3.

What is the latest reported AVIG position on this page?

The most recent filing on this page is 2025 Q3, when Steward Partners Investment Advisory, LLC reported 181 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this AVIG ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly AVIG 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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