INCOME FUND OF AMERICA - AMECX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | Added to | 32,643 | 857 | 0.14% | 0.14% | 1 | +435 | 1.35% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,198 | 214 | 0.05% | 0.05% | 2 | +151 | 1.88% | Q4 2025 | Feb 03, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 5,146 | 134 | 0.03% | 0.03% | 3 | +296 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 4,032 | 105 | 0.06% | — | 4 | +4,032 | New | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 1,432 | 37 | 0.0% | — | 5 | +1,432 | New | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | New | 686 | 17 | 0.0% | — | 6 | +686 | New | Q4 2025 | Jan 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 162 | 4 | 0.0% | — | 7 | +162 | New | Q4 2025 | Jan 30, 2026 |