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Williams Jones Wealth Management, LLC.: AMLP position timeline

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

Williams Jones Wealth Management, LLC. held 206,027 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,027 shares
    Change vs previous 13F +5,867 shares

    0.12% of the 13F portfolio, value $10,682,500.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 200,160 shares
    Change vs previous 13F +19,255 shares

    0.13% of the 13F portfolio, value $10,536,422.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 180,905 shares
    Change vs previous 13F -2,287 shares

    0.1% of the 13F portfolio, value $8,506,153.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 183,192 shares
    Change vs previous 13F +17,479 shares

    0.1% of the 13F portfolio, value $8,597,201.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 165,713 shares
    Change vs previous 13F +2,941 shares

    0.1% of the 13F portfolio, value $8,096,737.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 162,772 shares
    Change vs previous 13F -5,626 shares

    0.11% of the 13F portfolio, value $8,454,378.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 168,398 shares
    Change vs previous 13F +6,995 shares

    0.1% of the 13F portfolio, value $8,110,048.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 161,403 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,606,923.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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