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Disclosery

CapWealth Advisors, LLC: AMGN position timeline

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

CapWealth Advisors, LLC held 58,581 AMGN shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,581 shares
    Change vs previous 13F +11 shares

    1.86% of the 13F portfolio, value $24,692,628.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,570 shares
    Change vs previous 13F +598 shares

    1.46% of the 13F portfolio, value $21,209,222.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 57,972 shares
    Change vs previous 13F +20,015 shares

    1.51% of the 13F portfolio, value $20,397,352.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 37,957 shares
    Change vs previous 13F +1,293 shares

    0.85% of the 13F portfolio, value $12,423,686.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 36,664 shares
    Change vs previous 13F -203 shares

    0.71% of the 13F portfolio, value $10,346,530.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,867 shares
    Change vs previous 13F +1,748 shares

    1.02% of the 13F portfolio, value $10,293,511.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 35,119 shares
    Change vs previous 13F +5,282 shares

    1.19% of the 13F portfolio, value $10,941,435.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,837 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $7,776,790.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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