Position in AMP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$308,286
+$36,314 QoQ
Shares Held
672
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#944
of 1,371 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ASPIRIANT, LLC holds $1,548,050 across 3 Asset Management names. AMP ranks #3 (19.9% of the industry book) .
All Filings in AMP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,286 | 672 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $271,972 | 612 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $414,764 | 946 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $308,042 | 811 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $246,732 | 805 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||