Ownership history in McAdam, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in AMPLIFY ETF TR (SWAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 127,328 | +7,809 | +6.5% | 0.19% | $4.1M | $32.47 |
| 2025 Q3 | ADDED | 119,519 | +5,019 | +4.4% | 0.19% | $3.8M | $31.95 |
| 2025 Q2 | ADDED | 114,500 | +4,393 | +4.0% | 0.19% | $3.5M | $30.21 |
| 2025 Q1 | REDUCED | 110,107 | -39 | -0.0% | 0.20% | $3.2M | $28.08 |
| 2024 Q4 | REDUCED | 110,146 | -1,373 | -1.2% | 0.18% | $3.2M | $28.50 |
| 2024 Q3 | REDUCED | 111,519 | -9,244 | -7.7% | 0.19% | $3.4M | $29.30 |
| 2024 Q2 | ADDED | 120,763 | +3,034 | +2.6% | 0.21% | $3.4M | $27.20 |
| 2024 Q1 | ADDED | 117,729 | +3,827 | +3.4% | 0.21% | $3.3M | $26.59 |
| 2023 Q4 | REDUCED | 113,902 | -3,151 | -2.7% | 0.22% | $3.0M | $25.12 |
| 2023 Q3 | ADDED | 117,053 | +5,718 | +5.1% | 0.23% | $2.8M | $22.41 |
As of 2025 Q4 — sorted by position size