Position in AME
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,138,569
+$190,884 QoQ
Shares Held
4,706
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#626
of 1,193 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Plan A Wealth LLC holds $2,438,133 across 3 Specialty Industrial Machinery names. AME ranks #1 (46.7% of the industry book) .
All Filings in AME
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,569 | 4,706 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $947,685 | 4,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $893,919 | 4,354 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $787,532 | 4,189 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $703,934 | 3,890 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $307,097 | 1,784 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||