Position in AMP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$284,431
-$105,307 QoQ
Shares Held
620
-29.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#972
of 1,374 holders
Holding Since
Mar 2020
23 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, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. AMP ranks #36 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,431 | 620 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $389,738 | 877 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $724,722 | 1,478 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $763,893 | 1,555 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $883,856 | 1,656 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,072,314 | 2,014 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,177,813 | 2,507 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,332,405 | 3,119 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,858,108 | 4,238 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,206,340 | 3,176 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,397,183 | 4,238 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,209,062 | 3,640 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,104,319 | 3,603 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,134,320 | 3,643 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $755,094 | 2,997 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $545,237 | 2,294 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $683,619 | 2,276 | Shares | Other | 2022-05-02 | |
| 2021-09-30 | $563,631 | 2,134 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $472,125 | 1,897 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $749,186 | 3,223 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $261,373 | 1,345 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $326,713 | 2,120 | Shares | Other | 2020-11-09 | |
| 2020-03-31 | $475,096 | 4,636 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||