Position in AM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$41,018
+$2,851 QoQ
Shares Held
1,803
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#415
of 523 holders
Holding Since
Jun 2025
5 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $442,802 across 5 Oil & Gas Midstream names. AM ranks #3 (9.3% of the industry book) .
All Filings in AM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,018 | 1,803 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $38,167 | 1,674 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,741 | 1,728 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $25,174 | 1,295 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,703 | 301 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||