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WMG Financial Advisors, LLC: AMLP position timeline

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

WMG Financial Advisors, LLC held 16,167 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,167 shares
    Change vs previous 13F -1,600 shares

    0.32% of the 13F portfolio, value $838,259.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 ended2026-03-31
    13F 17,767 shares
    Change vs previous 13F -28,734 shares

    0.39% of the 13F portfolio, value $935,255.

    13F-HR 0002085853-26-000472 filed by WMG Financial 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 ended2025-12-31
    13F 46,501 shares
    Change vs previous 13F +480 shares

    0.9% of the 13F portfolio, value $2,186,477.

    13F-HR 0002085853-26-000115 filed by WMG Financial 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 ended2025-09-30
    13F 46,021 shares
    Change vs previous 13F +16,495 shares

    0.72% of the 13F portfolio, value $2,159,766.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 ended2025-06-30
    13F 29,526 shares
    Change vs previous 13F +3,050 shares

    0.53% of the 13F portfolio, value $1,442,640.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 ended2025-03-31
    13F 26,476 shares
    Change vs previous 13F +10,421 shares

    0.58% of the 13F portfolio, value $1,375,163.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 ended2024-12-31
    13F 16,055 shares
    Change vs previous 13F +7,530 shares

    0.33% of the 13F portfolio, value $773,209.

    13F-HR 0001667731-25-000213 filed by WMG Financial 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 ended2024-09-30
    13F 8,525 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $401,783.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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