Ownership history in ORG Partners LLC · 10 quarters on record
This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ALPS ALERIAN MLP ETF (AMLP). 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 | REDUCED | 134,523 | -11,879 | -8.1% | 1.11% | $6.3M | $46.09 |
| 2025 Q3 | REDUCED | 146,402 | -20,672 | -12.4% | 1.25% | $6.8M | $45.04 |
| 2025 Q2 | REDUCED | 167,074 | -687 | -0.4% | 1.72% | $8.1M | $45.95 |
| 2025 Q1 | ADDED | 167,761 | +73,892 | +78.7% | 2.16% | $8.8M | $47.89 |
| 2024 Q4 | ADDED | 93,869 | +65,770 | +234.1% | 0.61% | $4.5M | $43.57 |
| 2024 Q3 | ADDED | 28,099 | +21,413 | +320.3% | 0.21% | $1.3M | $41.80 |
| 2024 Q2 | REDUCED | 6,686 | -2,111 | -24.0% | 0.04% | $322K | $41.69 |
| 2023 Q4 | ADDED | 8,797 | +4,381 | +99.2% | 0.06% | $374K | $35.49 |
| 2023 Q3 | REDUCED | 4,416 | -3,481 | -44.1% | 0.00% | $4K | $34.49 |
| 2023 Q2 | INITIATED | 7,897 | — | — | 0.05% | $311K | $31.40 |
As of 2025 Q4 — sorted by position size