Westside Investment Management, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 1538383
SANTA MONICA, CA
Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,525
+$861 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,225
of 1,374 holders
Holding Since
Mar 2020
25 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, 2026Westside Investment Management, Inc. holds $3,252,089 across 28 Asset Management names. AMP ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
20,389 | $2,399,173 | |
| 2 | RIV |
Rivernorth Opportunities Fund, Inc.
|
15,000 | $174,900 | |
| 3 | DXYZ |
Destiny Tech100 Inc.
|
3,200 | $82,432 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
6,000 | $69,420 | |
| 5 | ACV |
Virtus Diversified Income & Convertible Fund
|
1,867 | $52,910 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
1,667 | $42,958 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
1,834 | $41,723 | |
| 8 | BLK |
BlackRock, Inc.
|
38 | $36,539 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,525 | 60 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $26,664 | 60 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,420 | 60 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,492 | 58 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,956 | 58 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $28,078 | 58 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $30,880 | 58 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,248 | 58 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $24,777 | 58 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $25,429 | 58 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $38,742 | 102 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $33,627 | 102 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $33,880 | 102 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $31,263 | 102 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $31,759 | 102 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $25,698 | 102 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $24,243 | 102 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $30,636 | 102 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $26,940 | 102 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $25,385 | 102 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $23,709 | 102 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $19,821 | 102 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $15,719 | 102 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $15,304 | 102 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $10,452 | 102 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||