Team Financial Group, LLC AVMC β€” AVANTIS U.S. MID CAP EQUITY ETF

Ownership history in Team Financial Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Team Financial Group, LLC reported AVANTIS U.S. MID CAP EQUITY ETF (AVMC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows AVMC at 0.14% 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 AVMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Team Financial Group, LLC's position in AVANTIS U.S. MID CAP EQUITY ETF, 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

AVMC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 Q3 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 Team Financial Group, LLC held AVMC β€” position size vs. price
% of Fund (quarterly)    AVMC 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)
2026 Q1 ADDED β€” β€” β€” 4,398 +3,141 +249.9% 0.14% $318K 2026-05-04 $77.02
2025 Q4 ADDED β€” β€” β€” 1,257 +593 +89.3% 0.04% $89K 2026-01-13 $73.49
2025 Q3 INITIATED β€” β€” β€” 664 β€” β€” 0.02% $46K 2025-10-07 $69.17

FAQ About Team Financial Group, LLC and AVMC

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

How long has Team Financial Group, LLC reported owning AVMC?

Team Financial Group, LLC reported AVMC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AVMC position in Team Financial Group, LLC's portfolio?

The largest reported portfolio weight for AVMC was 0.14% in 2026 Q1.

What is the latest reported AVMC position on this page?

The most recent filing on this page is 2026 Q1, when Team Financial Group, LLC reported 4,398 shares, equal to 0.14% of portfolio, with an estimated market value of $318K.

What does the chart on this AVMC ownership page compare?

The chart compares Team Financial Group, LLC's quarterly AVMC 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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