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Independent Advisor Alliance

Position in AME — Ametek Inc/

CIK 1696899 CHARLOTTE, NC

Position in AME

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$535,412
+$70,467 QoQ
Shares Held
2,213
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#761
of 1,193 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AME Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $46,915,713 across 22 Specialty Industrial Machinery names. AME ranks #12 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AME

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $535,412 2,213
2026-03-31 $464,945 2,169
2025-12-31 $457,225 2,227
2025-09-30 $397,620 2,115
2025-06-30 $444,075 2,454
2025-03-31 $418,988 2,434
2024-12-31 $430,280 2,387