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ALLEN WEALTH MANAGEMENT, LLC: AMLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALLEN WEALTH MANAGEMENT, LLC on AMLP, newest first. How the timeline and the estimate are built.

ALLEN WEALTH MANAGEMENT, LLC held 34,673 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,673 shares
    Change vs previous 13F -59,641 shares

    0.88% of the 13F portfolio, value $1,797,795.

    13F-HR 0001172661-26-002791 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 94,314 shares
    Change vs previous 13F -11,728 shares

    2.48% of the 13F portfolio, value $4,964,693.

    13F-HR 0001172661-26-001632 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 106,042 shares
    Change vs previous 13F -223,479 shares

    3% of the 13F portfolio, value $4,986,101.

    13F-HR 0001172661-26-000286 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 329,521 shares
    Change vs previous 13F +8,208 shares

    10.48% of the 13F portfolio, value $15,464,421.

    13F-HR 0001172661-25-004371 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 321,313 shares
    Change vs previous 13F +4,665 shares

    10.98% of the 13F portfolio, value $15,699,357.

    13F-HR 0001172661-25-002706 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 316,648 shares
    Change vs previous 13F -8,127 shares

    11.32% of the 13F portfolio, value $16,446,722.

    13F-HR 0001172661-25-001779 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 324,775 shares
    Change vs previous 13F +1,164 shares

    11.21% of the 13F portfolio, value $15,641,157.

    13F-HR 0001172661-25-000716 filed by ALLEN WEALTH MANAGEMENT, LLC
    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 323,611 shares
    Change vs previous 13F not available

    10.58% of the 13F portfolio, value $15,251,797.

    13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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