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Vest Financial, LLC: AMP position timeline

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

Vest Financial, LLC held 95,660 AMP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,660 shares
    Change vs previous 13F +4,353 shares

    0.46% of the 13F portfolio, value $43,884,982.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 91,307 shares
    Change vs previous 13F +37,590 shares

    0.49% of the 13F portfolio, value $40,576,831.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 53,717 shares
    Change vs previous 13F +10,357 shares

    0.33% of the 13F portfolio, value $26,339,594.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 43,360 shares
    Change vs previous 13F +3,005 shares

    0.28% of the 13F portfolio, value $21,300,600.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 40,355 shares
    Change vs previous 13F -17,776 shares

    0.3% of the 13F portfolio, value $21,538,674.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 58,131 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $28,141,799.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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