Fundamental Invs shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Fundamental Invs
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Quarterly reported holdings in Fundamental Invs by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 93.41 |
| 2025-06-30 | $1.1M | 13k | 87.79 |
| 2025-03-31 | $985k | 13k | 77.91 |
| 2024-12-31 | $1.0M | 13k | 80.66 |
| 2024-09-30 | $1.0M | 12k | 85.41 |
| 2024-06-30 | $981k | 12k | 81.13 |
| 2024-03-31 | $955k | 12k | 79.52 |
| 2023-12-31 | $857k | 12k | 71.48 |
| 2023-09-30 | $757k | 12k | 65.69 |
| 2023-06-30 | $780k | 12k | 67.81 |
| 2023-03-31 | $723k | 11k | 63.57 |
| 2022-12-31 | $683k | 11k | 60.18 |
| 2022-09-30 | $618k | 11k | 55.50 |
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