Position in AM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,592,268
+$569,617 QoQ
Shares Held
113,696
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Richard Bernstein Advisors LLC holds $10,226,497 across 4 Oil & Gas Midstream names. AM ranks #2 (25.3% of the industry book) .
All Filings in AM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,592,268 | 113,696 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,022,651 | 113,696 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,454,261 | 126,248 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,302,862 | 227,064 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,087,152 | 227,064 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,582,335 | 237,398 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,572,839 | 237,398 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,499,246 | 237,398 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,337,815 | 237,398 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,974,596 | 237,398 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,841,991 | 237,228 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||