Position in AMP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,162,497
+$36,388 QoQ
Shares Held
2,534
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#593
of 1,371 holders
Holding Since
Mar 2020
25 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, 2026Brendel Financial Advisors LLC holds $3,644,924 across 2 Asset Management names. AMP ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
133,968 | $2,482,427 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
2,534 | $1,162,497 |
All Filings in AMP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,497 | 2,534 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,126,109 | 2,534 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,455,329 | 2,968 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,249,740 | 2,544 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,357,809 | 2,544 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,231,575 | 2,544 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,354,501 | 2,544 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,195,196 | 2,544 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,086,771 | 2,544 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,111,006 | 2,534 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $962,489 | 2,534 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $835,409 | 2,534 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $841,693 | 2,534 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $776,671 | 2,534 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $789,011 | 2,534 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $638,441 | 2,534 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $602,281 | 2,534 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $761,112 | 2,534 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $669,280 | 2,534 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $630,661 | 2,534 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $589,028 | 2,534 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $492,432 | 2,534 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $390,514 | 2,534 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $380,201 | 2,534 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $259,684 | 2,534 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||