ANWPX AMER FNDS NEW PERSPECT-A
FollowCOM (fund)
10 managers (10 13F filers) reported a position in ANWPX shares at 2025-12-31, 40,211 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 6
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 40,211
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | $665K | 0.04% | 0 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 7,106 | $502K | 0.04% | -4,417 | 13F-HRTimeline |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 6,044 | $427K | 0.18% | +377 | 13F-HRTimeline |
| Private Capital Advisors, Inc. | 5,029 | $355K | 0.04% | +314 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 3,553 | $251K | 0.02% | +221 | 13F-HRTimeline |
| Fulton Bank, N.A. | 3,262 | $230K | 0.01% | -2,439 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 3,166 | $225K | 0.04% | +167 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 2,469 | $174K | 0.04% | +154 | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 102 | $7.19K | <0.01% | +7 | 13F-HRTimeline |
| Motiv8 Investments LLC | 64 | $5K | <0.01% | new | 13F-HRTimeline |