Creative Planning

Position in AMR — Alpha Metallurgical Resources, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in AMR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,210,989

-$160,419 QoQ

Shares Held

7,342

+9.9% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#85

of 254 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Basic Materials · as of Jun 30, 2026

Creative Planning holds $7,318,346 across 4 Coking Coal names. AMR ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCC	Warrior Met Coal, Inc.	59,889	$4,860,590
2	AMR	Alpha Metallurgical Resources, Inc. This page	7,342	$1,210,989
3	SXC	SunCoke Energy, Inc.	127,427	$1,025,787
4	METC	Ramaco Resources, Inc.	16,703	$220,980

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,210,989	7,342	+9.9%	Shares	Defined	2026-08-13
2026-03-31	$1,371,408	6,681	+11.8%	Shares	Sole	2026-05-12
2025-12-31	$1,194,283	5,975	+14.9%	Shares	Sole	2026-02-17
2025-09-30	$853,595	5,202	+50.1%	Shares	Defined	2025-11-14
2025-06-30	$389,743	3,465	+14.5%	Shares	Sole	2025-08-08
2025-03-31	$379,131	3,027	+81.5%	Shares	Sole	2025-05-15
2024-12-31	$333,800	1,668	-7.2%	Shares	Defined	2025-02-14
2024-09-30	$424,651	1,798	+17.6%	Shares	Defined	2024-10-11
2024-06-30	$428,928	1,529	+2.9%	Shares	Sole	2024-08-15
2024-03-31	$492,117	1,486	+6.3%	Shares	Sole	2024-05-13
2023-12-31	$473,809	1,398	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.