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ROI Financial Advisors, LLC: AMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROI Financial Advisors, LLC on AMP, newest first. How the timeline and the estimate are built.

ROI Financial Advisors, LLC held 1,441 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,441 shares
    Change vs previous 13F +2 shares

    0.34% of the 13F portfolio, value $661,271.

    13F-HR 0001941040-26-000606 filed by ROI Financial Advisors, 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 1,439 shares
    Change vs previous 13F -33 shares

    0.38% of the 13F portfolio, value $639,573.

    13F-HR 0001941040-26-000371 filed by ROI Financial Advisors, 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 1,472 shares
    Change vs previous 13F +8 shares

    0.41% of the 13F portfolio, value $721,760.

    13F-HR 0001941040-26-000135 filed by ROI Financial Advisors, 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 1,464 shares
    Change vs previous 13F +123 shares

    0.43% of the 13F portfolio, value $719,054.

    13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, 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 1,341 shares
    Change vs previous 13F +134 shares

    0.45% of the 13F portfolio, value $715,543.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, 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 1,207 shares
    Change vs previous 13F +186 shares

    0.42% of the 13F portfolio, value $584,113.

    13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, 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 1,021 shares
    Change vs previous 13F +38 shares

    0.37% of the 13F portfolio, value $543,346.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, 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 983 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $462,022.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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