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EP Wealth Advisors, LLC: AMLP position timeline

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

EP Wealth Advisors, LLC held 517,943 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 517,943 shares
    Change vs previous 13F +3,258 shares

    0.1% of the 13F portfolio, value $26,855,329.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 514,685 shares
    Change vs previous 13F -3,634 shares

    0.13% of the 13F portfolio, value $27,093,017.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 ended2025-12-31
    13F 518,319 shares
    Change vs previous 13F -13,563 shares

    0.13% of the 13F portfolio, value $24,371,357.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 531,882 shares
    Change vs previous 13F +1,380 shares

    0.17% of the 13F portfolio, value $25,987,750.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 530,502 shares
    Change vs previous 13F +7,124 shares

    0.22% of the 13F portfolio, value $27,554,268.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 523,378 shares
    Change vs previous 13F +11,936 shares

    0.21% of the 13F portfolio, value $25,205,879.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 511,442 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $24,104,261.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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