Creative Planning: AMAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on AMAL, newest first. How the timeline and the estimate are built.
Creative Planning held 73,542 AMAL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 73,542 sharesChange vs previous 13F +6,814 shares
<0.01% of the 13F portfolio, value $3,375,578.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 66,728 sharesChange vs previous 13F +8,510 shares
<0.01% of the 13F portfolio, value $2,593,717.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,218 sharesChange vs previous 13F +36,213 shares
<0.01% of the 13F portfolio, value $1,864,723.
13F-HR 0001540235-26-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,005 sharesChange vs previous 13F -6,628 shares
<0.01% of the 13F portfolio, value $597,436.
13F-HR 0001540235-25-000008 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,633 sharesChange vs previous 13F +2,761 shares
<0.01% of the 13F portfolio, value $893,349.
13F-HR 0001540235-25-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,872 sharesChange vs previous 13F +9,899 shares
<0.01% of the 13F portfolio, value $743,820.
13F-HR 0001540235-25-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,973 sharesChange vs previous 13F +1,817 shares
<0.01% of the 13F portfolio, value $534,617.
13F-HR 0001540235-25-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,156 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $444,074.
13F-HR 0001540235-24-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).