Position in AMP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$276,632
+$8,659 QoQ
Shares Held
603
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#975
of 1,371 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, 2026Dougherty Wealth Advisers LLC holds $386,875 across 3 Asset Management names. AMP ranks #1 (71.5% of the industry book) .
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,632 | 603 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $267,973 | 603 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $295,675 | 603 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $296,223 | 603 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $321,839 | 603 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $291,918 | 603 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $321,055 | 603 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $283,295 | 603 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $257,595 | 603 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $264,379 | 603 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $229,037 | 603 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $198,797 | 603 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $200,292 | 603 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $184,819 | 603 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $187,756 | 603 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $151,925 | 603 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $143,321 | 603 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $181,117 | 603 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $159,264 | 603 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $150,074 | 603 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $140,167 | 603 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $117,180 | 603 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $92,928 | 603 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $90,474 | 603 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $61,795 | 603 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||