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 | 629 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,997 | 467 | 0.03% | 0.04% | 2 | -109 | -1.53% | Q1 2026 | May 05, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 6,044 | 404 | 0.17% | 0.18% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 5,028 | 336 | 0.04% | 0.04% | 4 | -1 | -0.02% | Q1 2026 | May 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 3,553 | 238 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| FULTON BANK, N.A. | History | No change | 3,262 | 218 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,166 | 213 | 0.03% | 0.04% | 7 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,469 | 165 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 102 | 6 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |