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American Balanced Fd Cl F3 mf shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of American Balanced Fd Cl F3 mf (AFMBX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in American Balanced Fd Cl F3 mf

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All positions including American Balanced Fd Cl F3 mf held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Balanced Fd Cl F3 mf by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 777 38.61
2025-06-30 $28k 774 36.18
2025-03-31 $26k 767 33.90
2024-12-31 $26k 764 34.03

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

View all positions for Coston, McIsaac & Partners

Top funds holding American Balanced Fd Cl F3 mf

Wall Street Access Asset Management
Vermillion Wealth Management
Coston, McIsaac & Partners

View all funds holding American Balanced Fd Cl F3 mf