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Cascade Financial Partners, LLC: AMLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on AMLP, newest first. How the timeline and the estimate are built.

Cascade Financial Partners, LLC held 52,296 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,296 shares
    Change vs previous 13F -186 shares

    0.24% of the 13F portfolio, value $2,711,548.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
    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 52,482 shares
    Change vs previous 13F +461 shares

    0.28% of the 13F portfolio, value $2,762,652.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
    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 52,021 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,446,027.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 52,021 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,441,346.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 52,021 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,541,746.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 52,021 shares
    Change vs previous 13F -1,349 shares

    0.34% of the 13F portfolio, value $2,701,971.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
    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 53,370 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,570,299.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 53,370 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,500,918.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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