Plan Group Financial, LLC: AMLP position timeline

Plan Group Financial, LLC held 91,225 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 91,225 shares

   Change vs previous 13F +23,900 shares

   0.98% of the 13F portfolio, value $4,730,033.

   13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 67,325 shares

   Change vs previous 13F +12,861 shares

   0.83% of the 13F portfolio, value $3,543,975.

   13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 54,464 shares

   Change vs previous 13F +8,237 shares

   0.66% of the 13F portfolio, value $2,560,887.

   13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 46,227 shares

   Change vs previous 13F +13,655 shares

   0.58% of the 13F portfolio, value $2,169,450.

   13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,572 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,591,472.

   13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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