CAPITAL INCOME BUILDER - CAIBX
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 | No change | 7,800 | 639 | 0.08% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,625 | 133 | 0.03% | 0.03% | 2 | +2 | 0.12% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,223 | 100 | 0.02% | — | 3 | +1,223 | New | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 202 | 15 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |