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HB Wealth Management, LLC: AMP position timeline

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

HB Wealth Management, LLC held 6,464 AMP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,464 shares
    Change vs previous 13F -955 shares

    0.02% of the 13F portfolio, value $2,965,523.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 7,419 shares
    Change vs previous 13F +1,148 shares

    0.02% of the 13F portfolio, value $3,297,407.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 6,271 shares
    Change vs previous 13F +780 shares

    0.02% of the 13F portfolio, value $3,074,991.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 5,491 shares
    Change vs previous 13F +1,663 shares

    0.02% of the 13F portfolio, value $2,697,539.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 3,828 shares
    Change vs previous 13F -773 shares

    0.02% of the 13F portfolio, value $2,043,394.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 4,601 shares
    Change vs previous 13F +1,766 shares

    0.02% of the 13F portfolio, value $2,227,428.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 2,835 shares
    Change vs previous 13F -199 shares

    0.02% of the 13F portfolio, value $1,509,473.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 3,034 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,425,431.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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