AVUV β€” AMERICAN CENTY ETF TR

Ownership history in Widmann Financial Services, Inc.  Β·  10 quarters on record

AI Ownership Summary

Widmann Financial Services, Inc. reported AMERICAN CENTY ETF TR (AVUV) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.94% in 2025 Q4. The latest visible filing shows AVUV at 4.94% 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 AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Widmann Financial Services, Inc.'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

AVUV was reported at 4.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.94% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 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.

How Widmann Financial Services, Inc. held AVUV β€” position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 79,159 +3,727 +4.9% 4.94% $8.1M 2026-02-14 (Est.) $114.60
2025 Q3 ADDED 75,432 +4,342 +6.1% 4.72% $7.5M 2025-11-14 $96.99
2025 Q2 ADDED 71,090 +6,995 +10.9% 4.52% $6.5M 2025-08-14 $95.22
2025 Q1 ADDED 64,095 +2,213 +3.6% 4.34% $5.6M 2025-05-14 $88.61
2024 Q4 ADDED 61,882 +2,049 +3.4% 4.62% $6.0M 2025-02-14 $95.60
2024 Q3 ADDED 59,833 +2,359 +4.1% 4.35% $5.7M 2024-11-14 $99.54
2024 Q2 ADDED 57,474 +508 +0.9% 4.19% $5.2M 2024-08-14 $87.80
2024 Q1 ADDED 56,966 +3,289 +6.1% 4.48% $5.3M 2024-05-14 $90.28
2023 Q4 ADDED 53,677 +2,437 +4.8% 4.34% $4.8M 2024-02-13 $83.45
2023 Q3 INITIATED 51,240 β€” β€” 3.98% $4.0M 2023-11-06 $74.36

FAQ About Widmann Financial Services, Inc. and AVUV

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

How long has Widmann Financial Services, Inc. reported owning AVUV?

Widmann Financial Services, Inc. reported AVUV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AVUV position in Widmann Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for AVUV was 4.94% in 2025 Q4.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q4, when Widmann Financial Services, Inc. reported 79,159 shares, equal to 4.94% of portfolio, with an estimated market value of $8.1M.

What does the chart on this AVUV ownership page compare?

The chart compares Widmann Financial Services, Inc.'s quarterly AVUV 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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