SEC 13F Intelligence

Mount Vernon Associates Inc /Md/ / AFRM

Mount Vernon Associates Inc /Md/’s Affirm Hldgs Inc Position

Does Mount Vernon Associates Inc /Md/ own Affirm Hldgs Inc (AFRM)? Yes — 43.5K shares worth $2M (+1.41% of its 13F portfolio) as of Q1 2026, up from 42.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
43.5K
% of Portfolio
+1.41%
Quarters Held
7
currently held

Position History AFRM

Reported value by quarter
Q3 ’24: $327,000Q3 ’24Q4 ’24: $706,000Q4 ’24Q1 ’25: $612,000Q1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.5K$2M+1.41%
Q4 202542.9K$3M+2.15%
Q3 202542.7K$3M+2.18%
Q2 202543.5K$3M+2.17%
Q1 202513.6K$612,000+0.50%
Q4 202411.6K$706,000+0.55%
Q3 20248.0K$327,000+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Vernon Associates Inc /Md/’s full portfolio or all institutional holders of AFRM.