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Independent Advisor Alliance: AMP position timeline

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

Independent Advisor Alliance held 5,035 AMP 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 5,035 shares
    Change vs previous 13F -414 shares

    0.05% of the 13F portfolio, value $2,309,953.

    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 5,449 shares
    Change vs previous 13F -174 shares

    0.03% of the 13F portfolio, value $2,421,614.

    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 5,623 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $2,757,361.

    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 5,736 shares
    Change vs previous 13F +72 shares

    0.07% of the 13F portfolio, value $2,817,676.

    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 5,664 shares
    Change vs previous 13F +394 shares

    0.09% of the 13F portfolio, value $3,023,200.

    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 5,270 shares
    Change vs previous 13F +130 shares

    0.08% of the 13F portfolio, value $2,551,422.

    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 5,140 shares
    Change vs previous 13F +367 shares

    0.04% of the 13F portfolio, value $2,736,936.

    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 4,773 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,242,237.

    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).