Position in AMP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$201,854
-$16,837 QoQ
Shares Held
440
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,095
of 1,374 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Concorde Asset Management, LLC holds $9,761,899 across 19 Asset Management names. AMP ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
39,657 | $1,013,236 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
54,600 | $1,008,462 | |
| 3 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
58,690 | $970,732 | |
| 4 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
61,620 | $914,440 | |
| 5 | PSEC |
Prospect Capital Corp
|
357,400 | $825,594 | |
| 6 | FSK |
FS KKR Capital Corp
|
70,634 | $741,657 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
46,170 | $638,531 | |
| 8 | TYG |
Tortoise Energy Infrastructure Corp
|
14,388 | $616,813 |
All Filings in AMP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,854 | 440 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $218,691 | 446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $220,080 | 448 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $264,808 | 547 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $291,771 | 548 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $257,455 | 548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,246 | 649 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $294,631 | 672 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $233,215 | 614 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $200,774 | 609 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $201,621 | 607 | Shares | Sole | 2023-07-25 | |
| 2022-03-31 | $233,379 | 777 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $205,749 | 779 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||