INVESTMENT CO OF AMERICA - AIVSX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 6,409 | 381 | 0.02% | 0.02% | 1 | +8 | 0.12% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,712 | 339 | 0.08% | 0.08% | 2 | +13 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Emprise Bank | History | No change | 3,409 | 202 | 0.08% | 0.09% | 3 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 2,737 | 162 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,257 | 75 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Estabrook Capital Management | History | Added to | 1,240 | 73 | 0.01% | 0.01% | 6 | +3 | 0.24% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 1,171 | 73 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | New | 205 | 12 | 0.0% | — | 8 | +205 | New | Q1 2026 | May 19, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,728 | -100.0% | Q1 2026 | May 05, 2026 |