Amer Cent Heritage-InvTWHIX

13F holders, Q1 2026 (March 31)
2holders +1
1new positions
0sold out
$19.41avg. 13F price*

At the end of Q1 2026, 2 institutions reported holding Amer Cent Heritage-Inv (TWHIX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were McMillan Office, Inc. ($50K) and McIlrath & Eck, LLC ($18K).

Company
Amer Cent Heritage-Inv
Filed as
AMERICAN CENTURY HERITAGE FD (Q1 2026)
CUSIP
025083791
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$18K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 933 shares bought, net +933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

McMillan Office, Inc. 0.01% No change 2,600 $50K
McIlrath & Eck, LLC 0.00% New 933 $18K

"% of holder's portfolio" is TWHIX's weight in each manager's 13F, not the share of Amer Cent Heritage-Inv the manager owns.