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INSTRUMENTAL WEALTH, LLC → AMPY
INSTRUMENTAL WEALTH, LLC AMPY Position History
Amplify Energy Corp.
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $832K |
| Q4 2025 | $876K |
| Q1 2026 | $875K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 12.7K | — | — |
| Q2 2026 | $1.3M | 11.9K | — | — |
| Q1 2026 | $875K | 11.7K | — | — |
| Q4 2025 | $876K | 11.9K | — | — |
| Q3 2025 | $832K | 9.7K | — | — |
Other funds holding AMPY
$200.2M
$157.5M