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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | History | New | 62,919 | 1,719 | 0.03% | — | 1 | +62,919 | New | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 32,083 | 876 | 0.12% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 8,110 | 221 | 0.04% | 0.05% | 3 | -101 | -1.23% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | New | 5,146 | 140 | 0.02% | — | 4 | +5,146 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,146 | 137 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McMillan Office, Inc. | History | No change | 1,432 | 39 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |