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Creative Planning: AMP position timeline

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

Creative Planning held 33,398 AMP 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 33,398 shares
    Change vs previous 13F -6,145 shares

    0.01% of the 13F portfolio, value $15,321,933.

    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 39,543 shares
    Change vs previous 13F +6,858 shares

    0.01% of the 13F portfolio, value $17,572,765.

    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 32,685 shares
    Change vs previous 13F +4,751 shares

    0.01% of the 13F portfolio, value $16,026,698.

    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 27,934 shares
    Change vs previous 13F -617 shares

    0.01% of the 13F portfolio, value $13,722,897.

    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 28,551 shares
    Change vs previous 13F +2,141 shares

    0.01% of the 13F portfolio, value $15,238,500.

    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 26,410 shares
    Change vs previous 13F +2,808 shares

    0.01% of the 13F portfolio, value $12,785,508.

    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 23,602 shares
    Change vs previous 13F +1,031 shares

    0.01% of the 13F portfolio, value $12,566,303.

    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 22,571 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,604,049.

    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).