NEW PERSPECTIVE FUND - ANWPX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 9,416 | 711 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ethos Financial Group, LLC | History | No change | 6,957 | 500 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 6,044 | 456 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Capital Advisors, Inc. | History | No change | 5,028 | 378 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 3,357 | 253 | 0.02% | 0.02% | 5 | -196 | -5.52% | Q3 2026 | Oct 05, 2026 |
| FULTON BANK, N.A. | History | No change | 3,262 | 246 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,166 | 239 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,469 | 186 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 102 | 7 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |