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IEQ CAPITAL, LLC: AMP position timeline

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

IEQ CAPITAL, LLC held 29,551 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,551 shares
    Change vs previous 13F -31,670 shares

    0.06% of the 13F portfolio, value $13,557,006.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 61,221 shares
    Change vs previous 13F +14,241 shares

    0.13% of the 13F portfolio, value $27,206,999.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 46,980 shares
    Change vs previous 13F +37,431 shares

    0.07% of the 13F portfolio, value $23,036,410.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 9,549 shares
    Change vs previous 13F -3,321 shares

    0.01% of the 13F portfolio, value $4,690,896.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 12,870 shares
    Change vs previous 13F -61 shares

    0.04% of the 13F portfolio, value $6,868,992.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 12,931 shares
    Change vs previous 13F +3,945 shares

    0.05% of the 13F portfolio, value $6,259,552.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 8,986 shares
    Change vs previous 13F +708 shares

    0.05% of the 13F portfolio, value $4,784,153.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 8,278 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,889,196.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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