Brendel Financial Advisors LLC: AMP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on AMP, newest first. How the timeline and the estimate are built.
Brendel Financial Advisors LLC held 2,534 AMP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,534 sharesChange vs previous 13F 0 shares
0.54% of the 13F portfolio, value $1,162,498.
13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,534 sharesChange vs previous 13F -434 shares
0.56% of the 13F portfolio, value $1,126,110.
13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,968 sharesChange vs previous 13F +424 shares
0.72% of the 13F portfolio, value $1,455,330.
13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,544 sharesChange vs previous 13F 0 shares
0.64% of the 13F portfolio, value $1,249,740.
13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,544 sharesChange vs previous 13F 0 shares
0.76% of the 13F portfolio, value $1,358,000.
13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,544 sharesChange vs previous 13F 0 shares
0.75% of the 13F portfolio, value $1,232,000.
13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,544 sharesChange vs previous 13F 0 shares
0.82% of the 13F portfolio, value $1,355,000.
13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,544 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $1,195,000.
13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).