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Zhang Financial LLC: AMP position timeline

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

Zhang Financial LLC held 8,317 AMP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,317 shares
    Change vs previous 13F +1,574 shares

    0.11% of the 13F portfolio, value $3,815,698.

    13F-HR 0001776290-26-000005 filed by Zhang 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 6,743 shares
    Change vs previous 13F +1,235 shares

    0.1% of the 13F portfolio, value $2,996,500.

    13F-HR 0001776290-26-000004 filed by Zhang 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 5,508 shares
    Change vs previous 13F +855 shares

    0.1% of the 13F portfolio, value $2,701,041.

    13F-HR 0001776290-26-000002 filed by Zhang 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 4,653 shares
    Change vs previous 13F +557 shares

    0.09% of the 13F portfolio, value $2,285,893.

    13F-HR 0001776290-25-000006 filed by Zhang 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 4,096 shares
    Change vs previous 13F -320 shares

    0.1% of the 13F portfolio, value $2,186,109.

    13F-HR 0001776290-25-000005 filed by Zhang 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 4,416 shares
    Change vs previous 13F +954 shares

    0.11% of the 13F portfolio, value $2,137,884.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 3,462 shares
    Change vs previous 13F +190 shares

    0.11% of the 13F portfolio, value $1,843,673.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 3,272 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,537,086.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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