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Arkadios Wealth Advisors: AMLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on AMLP, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 43,376 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,376 shares
    Change vs previous 13F +6,067 shares

    0.03% of the 13F portfolio, value $2,249,036.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 37,309 shares
    Change vs previous 13F +7,124 shares

    0.03% of the 13F portfolio, value $1,963,953.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 30,185 shares
    Change vs previous 13F +3,131 shares

    0.03% of the 13F portfolio, value $1,419,321.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 27,054 shares
    Change vs previous 13F +4,675 shares

    0.03% of the 13F portfolio, value $1,269,638.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 22,379 shares
    Change vs previous 13F +5,657 shares

    0.03% of the 13F portfolio, value $1,093,418.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 16,722 shares
    Change vs previous 13F +9,356 shares

    0.03% of the 13F portfolio, value $868,502.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 7,366 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $354,768.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 7,341 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $345,994.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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