Ownership history in Truepoint, Inc. · 24 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in AMERICAN CENTY ETF TR (AVEM). 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 | REDUCED | 458,041 | -10,496 | -2.2% | 0.79% | $35.3M | $76.97 |
| 2025 Q3 | REDUCED | 468,537 | -16,245 | -3.4% | 0.82% | $35.2M | $73.91 |
| 2025 Q2 | ADDED | 484,782 | +84,382 | +21.1% | 0.83% | $33.2M | $67.45 |
| 2025 Q1 | ADDED | 400,400 | +6,221 | +1.6% | 0.65% | $24.1M | $58.57 |
As of 2025 Q4 — sorted by position size