Garton & Associates Financial Advisors LLC CCASX β€” CONESTOGA SMALL CAP INVESTORS

Ownership history in Garton & Associates Financial Advisors LLC  Β·  1 quarter on record

AI Ownership Summary

Garton & Associates Financial Advisors LLC reported CONESTOGA SMALL CAP INVESTORS (CCASX) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows CCASX 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 CCASX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garton & Associates Financial Advisors LLC's position in CONESTOGA SMALL CAP INVESTORS, 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
2025 Q4

CCASX 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 2025 Q4

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 Garton & Associates Financial Advisors LLC held CCASX β€” position size vs. price
% of Fund (quarterly)    CCASX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 49 β€” β€” 0.00% $3K 2026-02-18 $67.62

🏒 Other funds also holding CCASX

As of 2026 Q1 β€” sorted by position size

Fairfield Financial Advisors, LTD 0.15%

FAQ About Garton & Associates Financial Advisors LLC and CCASX

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

How long has Garton & Associates Financial Advisors LLC reported owning CCASX?

Garton & Associates Financial Advisors LLC reported CCASX across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported CCASX position in Garton & Associates Financial Advisors LLC's portfolio?

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

What is the latest reported CCASX position on this page?

The most recent filing on this page is 2025 Q4, when Garton & Associates Financial Advisors LLC reported 49 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CCASX ownership page compare?

The chart compares Garton & Associates Financial Advisors LLC's quarterly CCASX 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.

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