American Capital Advisory, LLC ANDG β€” ANDERSEN GROUP INC

Ownership history in American Capital Advisory, LLC  Β·  2 quarters on record

AI Ownership Summary

American Capital Advisory, LLC reported ANDERSEN GROUP INC (ANDG) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows ANDG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Capital Advisory, LLC's position in ANDERSEN GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANDG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How American Capital Advisory, LLC held ANDG β€” position size vs. price
% of Fund (quarterly)    ANDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 237 β€” 0% 0.00% $6K 2026-04-29 $33.92
2025 Q4 INITIATED β€” β€” β€” 237 β€” β€” 0.00% $6K 2026-01-30 $22.45

FAQ About American Capital Advisory, LLC and ANDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Capital Advisory, LLC reported owning ANDG?

American Capital Advisory, LLC reported ANDG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported ANDG position in American Capital Advisory, LLC's portfolio?

The largest reported portfolio weight for ANDG was 0.00% in 2025 Q4.

What is the latest reported ANDG position on this page?

The most recent filing on this page is 2026 Q1, when American Capital Advisory, LLC reported 237 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this ANDG ownership page compare?

The chart compares American Capital Advisory, LLC's quarterly ANDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to American Capital Advisory, LLC Holdings