Waller Financial Planning Group, Inc
- SEC CIK
- 0001736079
- Latest filing
- Oct 7, 2026
GAM holding history
General American Investors Co Inc in every 13F filed by Waller Financial Planning Group, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GAM overviewAll 13F holders of GAMFull Q3 2026 holdings
- Shares (Q3 2026)
- 19,563
- Value
- $1.24M
- % of portfolio
- 0.3%
- Quarters held
- 4
- Since Q4 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 19,563 | $1.24M | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2026 | 19,563 | $1.25M | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2026 | 19,563 | $1.14M | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2025 | 19,563 | $1.15M | 0.3% | +19,563 | New | Holders |