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Merger Fund I mutual fund shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Merger Fund I mutual fund (MERIX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Merger Fund I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Merger Fund I mutual fund held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merger Fund I mutual fund by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4k 492 16.99

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Top funds holding Merger Fund I mutual fund

Garton & Associates Financial Advisors

View all funds holding Merger Fund I mutual fund