Ownership history in Wealth Architects, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, 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 | 223,102 | +23,410 | +11.7% | 2.05% | $22.8M | $101.72 |
| 2025 Q3 | ADDED | 199,692 | +2,258 | +1.1% | 1.88% | $19.9M | $98.91 |
| 2025 Q2 | REDUCED | 197,434 | -4,481 | -2.2% | 1.83% | $18.0M | $90.12 |
| 2025 Q1 | REDUCED | 201,915 | -13,972 | -6.5% | 0.59% | $5.3M | $85.82 |
| 2024 Q4 | ADDED | 215,887 | +12,449 | +6.1% | 2.35% | $20.8M | $94.68 |
| 2024 Q3 | ADDED | 203,438 | +19,421 | +10.6% | 2.21% | $19.5M | $93.71 |
| 2024 Q2 | ADDED | 184,017 | +25,593 | +16.2% | 2.02% | $16.5M | $87.27 |
| 2024 Q1 | ADDED | 158,424 | +13,074 | +9.0% | 1.96% | $14.8M | $90.71 |
| 2023 Q4 | ADDED | 145,350 | +6,848 | +4.9% | 1.83% | $13.1M | $86.63 |
| 2023 Q3 | ADDED | 138,502 | +14,214 | +11.4% | 1.84% | $10.8M | $74.83 |
As of 2025 Q4 — sorted by position size