Garton & Associates Financial Advisors LLC historic quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Garton & Associates Financial Advisors LLC opened 1 positions, added to 1, reduced 1 and sold out of 31.
- Q1 2026: Stock FIDELITY GROWTH COMPANY FUND; Country of operation United States; Class FDGRX; Shares before 16,388.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109857), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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