Position in AM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$300,390
+$71,522 QoQ
Shares Held
13,175
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Leo Wealth, LLC holds $4,533,814 across 8 Oil & Gas Midstream names. AM ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
30,404 | $1,150,487 | |
| 2 | OKE |
Oneok Inc /New/
|
8,333 | $753,219 | |
| 3 | ENB |
Enbridge Inc
|
12,735 | $689,472 | |
| 4 | GLP |
Global Partners LP
|
14,500 | $610,450 | |
| 5 | ET |
Energy Transfer LP
|
27,176 | $524,496 | |
| 6 | AM |
Antero Midstream Corp
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|
13,175 | $300,390 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
8,834 | $296,204 | |
| 8 | WMB |
Williams Companies, Inc.
|
2,873 | $209,096 |
All Filings in AM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,390 | 13,175 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $228,868 | 12,865 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $257,443 | 13,243 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,852 | 13,607 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $240,282 | 13,349 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $194,313 | 12,877 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||