Cheviot Value Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1427147
BEVERLY HILLS, CA
Position in AMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,139
+$474 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,262
of 1,372 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cheviot Value Management, LLC holds $23,487,809 across 12 Asset Management names. AMP ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
567,160 | $22,816,846 | |
| 2 | STT |
State Street Corp
|
2,069 | $350,902 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
2,541 | $99,226 | |
| 4 | BLK |
BlackRock, Inc.
|
53 | $50,962 | |
| 5 | KKR |
KKR & Co. Inc.
|
510 | $46,807 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
1,365 | $41,182 | |
| 7 | BX |
Blackstone Inc.
|
300 | $35,301 | |
| 8 | ARCC |
Ares Capital Corp
|
1,000 | $18,530 |
All Filings in AMP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,139 | 33 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,665 | 33 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,181 | 33 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,211 | 33 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,613 | 33 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,975 | 33 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||