Ownership history in Stone Summit Wealth LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in AMERICAN CENTY ETF TR (AVUV). 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 | 44,403 | +703 | +1.6% | 1.23% | $4.5M | $101.72 |
| 2025 Q3 | ADDED | 43,700 | +297 | +0.7% | 1.23% | $4.3M | $98.91 |
| 2025 Q2 | REDUCED | 43,403 | -9,191 | -17.5% | 1.22% | $4.0M | $90.12 |
| 2025 Q1 | REDUCED | 52,594 | -1,677 | -3.1% | 1.55% | $4.6M | $85.82 |
| 2024 Q4 | REDUCED | 54,271 | -8,196 | -13.1% | 1.76% | $5.2M | $94.68 |
| 2024 Q3 | REDUCED | 62,467 | -2,072 | -3.2% | 1.93% | $6.0M | $93.71 |
| 2024 Q1 | ADDED | 64,539 | +2,349 | +3.8% | 2.10% | $6.0M | $90.71 |
| 2023 Q4 | ADDED | 62,190 | +5,372 | +9.5% | 2.14% | $5.6M | $86.63 |
| 2023 Q3 | ADDED | 56,818 | +5,098 | +9.9% | 1.90% | $4.4M | $74.83 |
| 2023 Q2 | ADDED | 51,720 | +4,174 | +8.8% | 1.66% | $4.0M | $74.16 |
As of 2025 Q4 — sorted by position size