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Disclosery

J.W. COLE ADVISORS, INC.: AMLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on AMLP, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 195,021 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,021 shares
    Change vs previous 13F +5,120 shares

    0.17% of the 13F portfolio, value $10,111,823.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 189,901 shares
    Change vs previous 13F +24,318 shares

    0.34% of the 13F portfolio, value $9,996,393.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 165,583 shares
    Change vs previous 13F +6,198 shares

    0.1% of the 13F portfolio, value $4,162,178.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 159,385 shares
    Change vs previous 13F +21,866 shares

    0.14% of the 13F portfolio, value $7,479,960.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 137,519 shares
    Change vs previous 13F +68,220 shares

    0.14% of the 13F portfolio, value $6,719,170.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 69,299 shares
    Change vs previous 13F +23,218 shares

    0.11% of the 13F portfolio, value $3,599,387.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 46,081 shares
    Change vs previous 13F +4,472 shares

    0.09% of the 13F portfolio, value $2,219,282.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    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 41,609 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,961,049.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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