ICAFX AMER FND INV CO OF AM-F2
FollowMUTUAL (fund)
6 managers (6 13F filers) reported a position in ICAFX shares at 2024-09-30, 15,306 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 15,306
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 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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 |
|---|---|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 7,312 | $444K | 0.11% | -1,379 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5,521 | $336K | 0.01% | 0 | 13F-HR/ATimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 1,162 | $68.5K | 0.04% | +582 | 13F-HRTimeline |
| Estabrook Capital Management | 1,097 | $66.7K | 0.01% | +3 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 213 | $12.9K | <0.01% | +78 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 1 | $37 | <0.01% | 13F-HRTimelineGroup |