INCOME FUND OF AMERICA - AMEFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 164,141 | 4,279 | 0.98% | 1.03% | 1 | +13,774 | 9.16% | Q4 2025 | Jan 20, 2026 |
| Transce3nd, LLC | History | Reduced | 1,390 | 37 | 0.3% | 0.13% | 2 | -1,441 | -50.9% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 631 | 16 | 0.01% | — | 3 | +631 | New | Q4 2025 | Feb 18, 2026 |