Position in AMSF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$683,907
+$678,232 QoQ
Shares Held
20,216
+18618.5% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 214 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AMSF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $1,447,481 across 4 Insurance - Specialty names. AMSF ranks #1 (47.2% of the industry book) .
All Filings in AMSF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,907 | 20,216 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $5,675 | 108 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||