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CAPTRUST FINANCIAL ADVISORS: AMLP position timeline

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

CAPTRUST FINANCIAL ADVISORS held 537,851 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 537,851 shares
    Change vs previous 13F -352 shares

    0.04% of the 13F portfolio, value $27,887,599.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 538,203 shares
    Change vs previous 13F +96,272 shares

    0.05% of the 13F portfolio, value $28,331,313.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 441,931 shares
    Change vs previous 13F +4,717 shares

    0.04% of the 13F portfolio, value $20,779,596.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 437,214 shares
    Change vs previous 13F -2,963 shares

    0.04% of the 13F portfolio, value $20,518,460.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 440,177 shares
    Change vs previous 13F +2,306 shares

    0.05% of the 13F portfolio, value $21,507,049.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 437,871 shares
    Change vs previous 13F -10,593 shares

    0.06% of the 13F portfolio, value $22,743,015.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 448,464 shares
    Change vs previous 13F +989 shares

    0.06% of the 13F portfolio, value $21,598,037.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 447,475 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,089,487.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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