EP Wealth Advisors, LLC
Position in AMR — Alpha Metallurgical Resources, Inc.
CIK 1540569
TORRANCE, CA
Position in AMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$200,567
-$19,482 QoQ
Shares Held
1,216
+13.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 254 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMR Over Time
Shares Held
Position Value (USD)
Position in Coking Coal
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $200,567 across 1 Coking Coal name. AMR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMR |
Alpha Metallurgical Resources, Inc.
This page
|
1,216 | $200,567 |
All Filings in AMR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,567 | 1,216 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $220,049 | 1,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $233,259 | 1,167 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $327,396 | 1,636 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $386,862 | 1,638 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||