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Disclosery

HCR Wealth Advisors: AMLP position timeline

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

HCR Wealth Advisors held 39,295 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,295 shares
    Change vs previous 13F +7,277 shares

    0.18% of the 13F portfolio, value $2,037,492.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 32,018 shares
    Change vs previous 13F -783 shares

    0.17% of the 13F portfolio, value $1,685,474.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 32,801 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $1,542,334.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 32,788 shares
    Change vs previous 13F +392 shares

    0.16% of the 13F portfolio, value $1,528,614.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 32,396 shares
    Change vs previous 13F -244 shares

    0.19% of the 13F portfolio, value $1,582,903.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 32,640 shares
    Change vs previous 13F +1,009 shares

    0.22% of the 13F portfolio, value $1,695,321.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 31,631 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $1,523,366.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 31,870 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,502,047.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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