Position in AM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,273,408
+$47,566 QoQ
Shares Held
55,974
+4.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#212
of 524 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Kesler, Norman & Wride, LLC holds $2,869,668 across 5 Oil & Gas Midstream names. AM ranks #1 (44.4% of the industry book) .
All Filings in AM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273,408 | 55,974 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,225,842 | 53,765 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $938,956 | 52,780 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||