Chesapeake Wealth Management
Position in AMP — Ameriprise Financial Inc
CIK 1730383
WILLIAMSBURG, VA
Position in AMP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,967
-$23,785 QoQ
Shares Held
510
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,040
of 1,374 holders
Holding Since
Mar 2020
25 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, 2026Chesapeake Wealth Management holds $1,083,023 across 2 Asset Management names. AMP ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
883 | $849,056 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
510 | $233,967 |
All Filings in AMP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,967 | 510 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $257,752 | 580 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $301,558 | 615 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $302,118 | 615 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $328,243 | 615 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $302,568 | 625 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $338,092 | 635 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $305,376 | 650 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $300,741 | 704 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $324,445 | 740 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $300,065 | 790 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $280,227 | 850 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $307,247 | 925 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $301,902 | 985 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $325,380 | 1,045 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $273,365 | 1,085 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $257,882 | 1,085 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $339,406 | 1,130 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $305,057 | 1,155 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $311,099 | 1,250 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $348,674 | 1,500 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $317,146 | 1,632 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $281,558 | 1,827 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $275,623 | 1,837 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $217,154 | 2,119 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||