Garton & Associates Financial Advisors LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Garton & Associates Financial Advisors LLC opened 0 positions, added to 0, reduced 0, sold out of 3 and left 0 unchanged. The largest increase in value was AMERICAN FUNDS AMERICAN HIGH-INC F3 (-$259,938); the largest decrease was AMERICAN FUNDS AMERICAN BALANCED F2 (-$2,913,902).
- AMERICAN FUNDS AMERICAN BALANCED F2: Country of operation —; Class AMBFX; Shares 2026-03-31 78,925; Shares 2026-06-30 0.
- FIDELITY GROWTH COMPANY FUND: Country of operation United States; Class FDGRX; Shares 2026-03-31 16,146; Shares 2026-06-30 0.
- AMERICAN FUNDS AMERICAN HIGH-INC F3: Country of operation United States; Class HIGFX; Shares 2026-03-31 26,606; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2109857): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
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