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Asset Management Group, Inc.: SSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Management Group, Inc. on SSO, newest first. How the timeline and the estimate are built.

Asset Management Group, Inc. held 282,805 SSO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,805 shares
    Change vs previous 13F -4,934 shares

    2.79% of the 13F portfolio, value $19,055,397.

    13F-HR 0001398344-26-014545 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 287,739 shares
    Change vs previous 13F +301 shares

    2.41% of the 13F portfolio, value $14,927,881.

    13F-HR 0001398344-26-009217 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 287,438 shares
    Change vs previous 13F +139,387 shares

    2.69% of the 13F portfolio, value $16,648,415.

    13F-HR 0001398344-26-003205 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 148,051 shares
    Change vs previous 13F -1,419 shares

    2.72% of the 13F portfolio, value $16,600,977.

    13F-HR 0001398344-25-020902 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 149,470 shares
    Change vs previous 13F +626 shares

    2.55% of the 13F portfolio, value $14,606,202.

    13F-HR 0001398344-25-015007 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 148,844 shares
    Change vs previous 13F -934 shares

    2.28% of the 13F portfolio, value $12,321,297.

    13F-HR 0001398344-25-009344 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 149,778 shares
    Change vs previous 13F +135 shares

    2.46% of the 13F portfolio, value $13,855,953.

    13F-HR 0001398344-25-002772 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 149,643 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $13,493,341.

    13F-HR 0001398344-24-020430 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).