AVSC — AMERICAN CENTY ETF TR

Ownership history in WEBSTERROGERS FINANCIAL ADVISORS, LLC  ·  14 quarters on record

AI Ownership Summary

WEBSTERROGERS FINANCIAL ADVISORS, LLC reported AMERICAN CENTY ETF TR (AVSC) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.2% in 2023 Q4. The latest visible filing shows AVSC at 1.62% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEBSTERROGERS FINANCIAL ADVISORS, 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 Q4

AVSC was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

AVSC stock page WEBSTERROGERS FINANCIAL ADVISORS, LLC fund profile WEBSTERROGERS FINANCIAL ADVISORS, LLC full holdings
How WEBSTERROGERS FINANCIAL ADVISORS, LLC held AVSC — position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 94,825 -5,592 -5.6% 1.62% $5.6M 2026-02-14 (Est.) $64.73
2025 Q3 ADDED 100,417 +41 +0.0% 1.72% $5.7M 2025-10-09 $56.90
2025 Q2 ADDED 100,376 +2,739 +2.8% 1.65% $5.2M 2025-07-10 $54.00
2025 Q1 REDUCED 97,637 -513 -0.5% 1.61% $4.7M 2025-04-09 $45.45
2024 Q4 ADDED 98,150 +824 +0.8% 1.85% $5.3M 2025-01-14 $53.11
2024 Q3 ADDED 97,326 +1,277 +1.3% 1.84% $5.3M 2024-10-15 $53.56
2024 Q2 ADDED 96,049 +2,743 +2.9% 1.71% $4.8M 2024-07-12 $51.18
2024 Q1 REDUCED 93,306 -9,921 -9.6% 1.74% $4.9M 2024-05-14 $50.74
2023 Q4 REDUCED 103,227 -1,865 -1.8% 2.20% $5.3M 2024-02-14 $48.73
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVSC

As of 2026 Q1 — sorted by position size

Shore Point Advisors, LLC 3Y 7.43% Choice Wealth Advisors LLC 3Y 3.17% Level Financial Advisors 3Y 1.43% Allodium Investment Consultants, LLC 1.39% CLARIS ADVISORS, LLC / MO / 3Y 0.31% GEM Asset Management, LLC 3Y 0.15% CRA Financial Services, LLC 3Y 7Y 0.14% Acropolis Investment Management, LLC 3Y 7Y 0.13% PARK AVENUE SECURITIES LLC 3Y 7Y 0.13% CoreCap Advisors, LLC 3Y 0.1%

FAQ About WEBSTERROGERS FINANCIAL ADVISORS, LLC and AVSC

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

How long has WEBSTERROGERS FINANCIAL ADVISORS, LLC reported owning AVSC?

WEBSTERROGERS FINANCIAL ADVISORS, LLC reported AVSC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVSC position in WEBSTERROGERS FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AVSC was 2.20% in 2023 Q4.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2025 Q4, when WEBSTERROGERS FINANCIAL ADVISORS, LLC reported 94,825 shares, equal to 1.62% of portfolio, with an estimated market value of $5.6M.

What does the chart on this AVSC ownership page compare?

The chart compares WEBSTERROGERS FINANCIAL ADVISORS, LLC's quarterly AVSC 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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