ANWPX AMER FNDS NEW PERSPECT-A
FollowCOM (fund)
9 managers (9 13F filers) reported a position in ANWPX shares at 2025-03-31, 38,203 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 0
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 38,203
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 9,416 | $573K | 0.04% | 0 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 6,107 | $379K | 0.04% | 0 | 13F-HRTimeline |
| Fulton Bank, N.A. | 6,086 | $371K | 0.01% | 0 | 13F-HRTimeline |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 5,667 | $345K | 0.19% | 0 | 13F-HRTimeline |
| Private Capital Advisors, Inc. | 5,122 | $312K | 0.04% | 0 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 3,332 | $203K | 0.02% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 2,315 | $140K | 0.04% | 0 | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 95 | $5.82K | <0.01% | 0 | 13F-HRTimeline |
| Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L… | 63 | $3.88K | <0.01% | new | 13F-HRTimelineGroup |