Position in AME
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,326,557
+$152,508 QoQ
Shares Held
5,483
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#605
of 1,193 holders
Holding Since
Dec 2025
3 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, 2026Wescott Financial Advisory Group, LLC holds $3,363,721 across 4 Specialty Industrial Machinery names. AME ranks #1 (39.4% of the industry book) .
All Filings in AME
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,326,557 | 5,483 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,174,049 | 5,477 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,122,224 | 5,466 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||