2 tracked 13F filers disclose a position in AFMBX as of the latest SEC 13F filings, a combined $3.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $3.7M | 90K | ▲+69% Added · +37K sh | Q2 2026 | |
| 2 | Vermillion Wealth Management, Inc. | $107K | 3K | ▲Added Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in AFMBX and 1 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| AMBFXOPEN END TAXABLE LOAD FUND | 5 funds | $17.3M |
| AFMBXthis pageMutual Fund | 2 funds | $3.8M |
| ABALXOPEN END TAXABLE LOAD FUND | 2 funds | $1.4M |
| 024071870Mutual Fund | 1 funds | $492K |
| 024071748OPEN END - NO LOAD FUND 529 | 1 funds | $22K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AFMBX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AFMBX/capital-change-brief"
Use Arkolith's capital_change_brief for AFMBX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AFMBX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.