Sendero Wealth Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1639375
SAN ANTONIO, TX
Position in AMP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$385,358
+$9,396 QoQ
Shares Held
840
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#870
of 1,372 holders
Holding Since
Jun 2023
13 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, 2026Sendero Wealth Management, LLC holds $2,079,989 across 3 Asset Management names. AMP ranks #2 (18.5% of the industry book) .
All Filings in AMP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,358 | 840 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $375,962 | 846 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $459,448 | 937 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $415,597 | 846 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $451,535 | 846 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $409,557 | 846 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $447,241 | 840 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $394,640 | 840 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $358,839 | 840 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $368,289 | 840 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $319,057 | 840 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $276,931 | 840 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $279,014 | 840 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||