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Independent Advisor Alliance: AMLP position timeline

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

Independent Advisor Alliance held 10,141 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 10,141 shares
    Change vs previous 13F -126,896 shares

    0.01% of the 13F portfolio, value $525,791.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 137,037 shares
    Change vs previous 13F +125,186 shares

    0.08% of the 13F portfolio, value $7,213,601.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 11,851 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $557,216.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 11,837 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $555,527.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 11,736 shares
    Change vs previous 13F -229 shares

    0.02% of the 13F portfolio, value $573,409.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 11,965 shares
    Change vs previous 13F -114,990 shares

    0.02% of the 13F portfolio, value $621,464.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 126,955 shares
    Change vs previous 13F +109,997 shares

    0.08% of the 13F portfolio, value $6,114,129.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 16,958 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $799,226.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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