Security key
031094105
- Security type / class
- Equity / COM
- Total 13F shares
- 59,780
- Total 13F value
- $247,000
- Share change
- +2,865
- SEC-reported price per share
- $4.12
- Number of holders
- 6
- Value change
- -$23,465
- Number of buys
- 4
- Number of sells
- 2
Report period
Q1 2021
Institutions
6
Top holders
6
AMST full security history
Ownership snapshot
Full 13F holder table
Amesite Inc. SEC filings
Amesite Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of AMST - AMESITE INC - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Laidlaw Wealth Management...
Disclosed value leader
Laidlaw Wealth Management...
Comparable rows
0/5
Latest evidence
31 Dec 2020
13F
Highest disclosed value: $243,000
5 rows are not safely comparable across share classes.
Quick read
Laidlaw Wealth Management LLC has the largest disclosed position value at $243K.
0 of 5 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Laidlaw Wealth Management LLC's linked filing trail.
Disclosed position value
Top 5
Laidlaw Wealth Management LLC
$243K
SVA Wealth Management, LLC
$82K
Tower Research Capital LLC (TRC)
$19K
BANK OF AMERICA CORP /DE/
$10K
BlackRock Finance, Inc.
$4K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-5 of 5 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC |
13F
Company
|
—
denominator unverified
|
$243,000
50,200 shares
|
— | 31 Dec 2020 |
| SVA Wealth Management, LLC |
13F
Company
|
—
denominator unverified
|
$82,000
17,000 shares
|
— | 31 Dec 2020 |
| Tower Research Capital LLC (TRC) |
13F
Company
|
—
denominator unverified
|
$19,000
3,934 shares
|
— | 31 Dec 2020 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
denominator unverified
|
$10,000
2,000 shares
|
— | 31 Dec 2020 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$4,000
781 shares
|
— | 31 Dec 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
6
Shares
59,780
Rows available
6
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2021 vs Q1 2021 Across Filers
Q1 2021 holders
6
Q1 2021 holders
6
Holder diff
0
| Investor | Q1 2021 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q1 2021 value | Q1 2021 value | Value change | Value Chg % |
|---|