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TruWealth Advisors, LLC: AMP position timeline

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

TruWealth Advisors, LLC held 3,462 AMP shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,462 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $1,538,470.

    13F-HR 0002085853-26-000301 filed by TruWealth 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 ended2025-12-31
    13F 3,459 shares
    Change vs previous 13F -602 shares

    0.08% of the 13F portfolio, value $1,696,039.

    13F-HR 0002085853-26-000014 filed by TruWealth 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 ended2025-09-30
    13F 4,061 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,995,014.

    13F-HR 0002085853-25-000011 filed by TruWealth 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 ended2025-06-30
    13F 4,060 shares
    Change vs previous 13F -134 shares

    0.12% of the 13F portfolio, value $2,166,996.

    13F-HR 0001667731-25-000725 filed by TruWealth 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 ended2025-03-31
    13F 4,194 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,030,404.

    13F-HR 0001667731-25-000395 filed by TruWealth 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 ended2024-12-31
    13F 4,194 shares
    Change vs previous 13F -95 shares

    0.13% of the 13F portfolio, value $2,233,063.

    13F-HR 0001667731-25-000029 filed by TruWealth 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 ended2024-09-30
    13F 4,289 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,015,061.

    13F-HR 0001834985-24-000005 filed by TruWealth 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 ended2024-06-30
    13F 4,289 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,832,259.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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