UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: AMGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC on AMGN, newest first. How the timeline and the estimate are built.
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 644 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 644 sharesChange vs previous 13F -4 shares
0.16% of the 13F portfolio, value $262,643.
13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 648 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $213,250.
13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 648 sharesChange vs previous 13F +648 shares
0.18% of the 13F portfolio, value $249,039.
13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -683 shares
13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 683 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $212,789.
13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).