Position in AM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,533
+$91 QoQ
Shares Held
463
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#445
of 524 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026KERR FINANCIAL PLANNING Corp holds $256,042 across 3 Oil & Gas Midstream names. AM ranks #3 (4.1% 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 | $10,533 | 463 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,442 | 458 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,041 | 452 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||