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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

  1. period ended2026-06-30
    13F 73,542 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 66,728 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 58,218 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 22,005 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 28,633 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 25,872 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,973 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 14,156 shares
    Change 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), ingested

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