Position in AMP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,187,825
+$293,448 QoQ
Shares Held
13,924
+15.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $44,300,901 across 42 Asset Management names. AMP ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
161,709 | $7,716,753 | |
| 2 | TROW |
Price T Rowe Group Inc
|
82,117 | $7,402,026 | |
| 3 | BLK |
BlackRock, Inc.
|
7,593 | $7,302,264 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
13,924 | $6,187,825 | |
| 5 | KKR |
KKR & Co. Inc.
|
22,911 | $2,119,267 | |
| 6 | BX |
Blackstone Inc.
|
18,230 | $2,096,267 | |
| 7 | WT |
WisdomTree, Inc.
|
135,457 | $1,972,253 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,791 | $756,653 |
All Filings in AMP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,187,825 | 13,924 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,894,377 | 12,021 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,765,801 | 11,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,165,648 | 11,552 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,560,003 | 11,485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,838,530 | 12,844 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,027,192 | 12,829 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,247,174 | 12,283 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $242,018 | 552 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $209,666 | 552 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $214,951 | 652 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $216,568 | 652 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $222,519 | 726 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||