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Alpha Family Trust

Position in AMP — Ameriprise Financial Inc

CIK 1568991 Los Angeles, CA

Position in AMP

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$215,617
+$6,749 QoQ
Shares Held
470
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,070
of 1,373 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in AMP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Alpha Family Trust holds $1,133,834 across 4 Asset Management names. AMP ranks #4 (19.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AMP
Ameriprise Financial Inc
This page
470 $215,617

All Filings in AMP

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $215,617 470
2026-03-31 $208,868 470
2025-12-31 $230,459 470
2025-09-30 $230,887 470
2025-06-30 $250,853 470
2025-03-31 $227,531 470
2024-12-31 $250,242 470
2024-09-30 $220,810 470
2024-06-30 $200,779 470
2024-03-31 $206,066 470