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Disclosery

Naviter Wealth, LLC: AMLP position timeline

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

Naviter Wealth, LLC held 1,639,760 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,639,760 shares
    Change vs previous 13F +293,996 shares

    7.72% of the 13F portfolio, value $85,021,543.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 1,345,764 shares
    Change vs previous 13F +147,441 shares

    8.85% of the 13F portfolio, value $70,841,000.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 1,198,323 shares
    Change vs previous 13F -198,804 shares

    7.35% of the 13F portfolio, value $56,345,163.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 1,397,127 shares
    Change vs previous 13F +85,938 shares

    7.63% of the 13F portfolio, value $65,567,191.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 1,311,189 shares
    Change vs previous 13F +194,949 shares

    7.89% of the 13F portfolio, value $64,064,695.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 1,116,240 shares
    Change vs previous 13F +43,833 shares

    7.04% of the 13F portfolio, value $58,122,624.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 1,072,407 shares
    Change vs previous 13F +195,327 shares

    6.23% of the 13F portfolio, value $51,647,120.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 877,080 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $41,336,770.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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