KILEY JUERGENS WEALTH MANAGEMENT, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1723223
OLYMPIA, WA
Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$245,895
+$7,697 QoQ
Shares Held
536
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,024
of 1,372 holders
Holding Since
Mar 2026
2 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, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $321,563 across 2 Asset Management names. AMP ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
536 | $245,895 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
13,369 | $75,668 |
All Filings in AMP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,895 | 536 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,198 | 536 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||