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Copperwynd Financial, LLC: AMP position timeline

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

Copperwynd Financial, LLC held 2,502 AMP shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,502 shares
    Change vs previous 13F -28 shares

    0.33% of the 13F portfolio, value $1,335,226.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,530 shares
    Change vs previous 13F -2 shares

    0.34% of the 13F portfolio, value $1,224,814.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,532 shares
    Change vs previous 13F +80 shares

    0.37% of the 13F portfolio, value $1,348,345.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,452 shares
    Change vs previous 13F +25 shares

    0.35% of the 13F portfolio, value $1,151,924.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 2,427 shares
    Change vs previous 13F +118 shares

    0.34% of the 13F portfolio, value $1,043,880.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,309 shares
    Change vs previous 13F -75 shares

    0.36% of the 13F portfolio, value $1,012,345.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,384 shares
    Change vs previous 13F -37 shares

    0.36% of the 13F portfolio, value $905,398.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,421 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $798,287.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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