American Tax-Aware Conservative Growth And Income Portfolio Class F2

CUSIP 02630Y570Mutual FundTXIFXQ4 2025

American Tax-Aware Conservative Growth And Income Portfolio Class F2 — Owners — 13D/13G Beneficial Ownership · FBInvestor

13D / 13G Filings

Schedule 13D/13G on record

Beneficial Filers

Distinct reporting persons

Largest Stake

—

Max % of class reported

Institutional Holders

13F filers (latest quarter)

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

No 13D/13G filings on record yet

Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.

Largest reported positions · latest quarter

#	Fund	Shares	Value
1	Kelleher Financial Advisors	2.3K	$38.1K