CAPITAL INCOME BUILDER - CAIFX
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 | 66,911 | 5,191 | 1.31% | 1.16% | 1 | +966 | 1.46% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | New | 36,438 | 2,955 | 0.2% | — | 2 | +36,438 | New | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | New | 412 | 32 | 0.0% | — | 3 | +412 | New | Q1 2026 | May 19, 2026 |
| Transce3nd, LLC | History | Added to | 417 | 32 | 0.28% | 0.26% | 4 | +3 | 0.72% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 274 | 21 | 0.01% | 0.0% | 5 | +2 | 0.74% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -902 | -100.0% | Q1 2026 | May 11, 2026 |