ANWPX AMER FNDS NEW PERSPECT-A
FollowCOM (fund)
10 managers (10 13F filers) reported a position in ANWPX shares at 2025-09-30, 45,901 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 1
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 45,901
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 11,523 | $847K | 0.07% | +7,019 | 13F-HRTimeline |
| MOODY LYNN LIEBERSON & WALKER, LLC | 9,416 | $692K | 0.04% | 0 | 13F-HRTimeline |
| Fulton Bank, N.A. | 5,701 | $419K | 0.01% | -385 | 13F-HRTimeline |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 5,667 | $417K | 0.18% | 0 | 13F-HRTimeline |
| Private Capital Advisors, Inc. | 4,715 | $347K | 0.04% | -407 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 3,332 | $245K | 0.02% | 0 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 2,999 | $222K | 0.04% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 2,315 | $170K | 0.04% | 0 | 13F-HRTimeline |
| Luminist Capital LLC | 138 | $10.2K | 0.01% | new | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 95 | $7.02K | <0.01% | 0 | 13F-HRTimeline |