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Total Wealth Planning & Management, Inc.: AMLP position timeline

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

Total Wealth Planning & Management, Inc. held 26,783 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,783 shares
    Change vs previous 13F +1,468 shares

    1.01% of the 13F portfolio, value $1,388,706.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, 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 25,315 shares
    Change vs previous 13F +3,085 shares

    1.06% of the 13F portfolio, value $1,332,590.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, 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 22,230 shares
    Change vs previous 13F -358 shares

    0.83% of the 13F portfolio, value $1,045,262.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 22,588 shares
    Change vs previous 13F +1,432 shares

    0.95% of the 13F portfolio, value $1,103,657.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 21,156 shares
    Change vs previous 13F +925 shares

    1.13% of the 13F portfolio, value $1,098,850.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,231 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $974,332.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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