Skip to content
Disclosery

Ball & Co Wealth Management Inc.: AMLP position timeline

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

Ball & Co Wealth Management Inc. held 136,894 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,894 shares
    Change vs previous 13F -14,340 shares

    5.03% of the 13F portfolio, value $7,097,000.

    13F-HR 0002057075-26-000005 filed by Ball & Co Wealth Management 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 151,234 shares
    Change vs previous 13F +4,937 shares

    6.66% of the 13F portfolio, value $7,960,000.

    13F-HR 0002057075-26-000004 filed by Ball & Co Wealth Management 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 146,297 shares
    Change vs previous 13F -70,532 shares

    4.43% of the 13F portfolio, value $6,878,000.

    13F-HR 0002057075-26-000001 filed by Ball & Co Wealth Management 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 216,829 shares
    Change vs previous 13F +13,843 shares

    6.77% of the 13F portfolio, value $10,175,000.

    13F-HR 0002057075-25-000003 filed by Ball & Co Wealth Management 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 202,986 shares
    Change vs previous 13F -91,609 shares

    10.57% of the 13F portfolio, value $9,917,000.

    13F-HR 0001907157-25-000033 filed by Ball & Co Wealth Management 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 294,595 shares
    Change vs previous 13F +5,348 shares

    16.4% of the 13F portfolio, value $15,301,000.

    13F-HR 0001842974-25-000011 filed by Ball & Co Wealth Management 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 289,247 shares
    Change vs previous 13F not available

    11.08% of the 13F portfolio, value $13,930,000.

    13F-HR 0002057075-25-000001 filed by Ball & Co Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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