Position in AMP
as of Sep 30, 2026
· filed Oct 7, 2026
Position Value
$220,080
+$12,667 QoQ
Shares Held
447
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#38
of 66 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026Weaver Consulting Group holds $797,874 across 6 Asset Management names. AMP ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
380 | $402,150 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
447 | $220,080 | |
| 3 | PIM |
Franklin Master Intermediate Income Trust
|
32,000 | $96,640 | |
| 4 | DMA |
Destra Multi-Alternative Fund
|
10,478 | $79,004 | |
| 5 | IVZ |
Invesco Ltd.
|
41,169 | $0 | |
| 6 | STT |
State Street Corp
|
4,029 | $0 |
All Filings in AMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $220,080 | 447 | Shares | Sole | 2026-10-07 | |
| 2025-12-31 | $207,413 | 423 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $203,868 | 415 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $221,497 | 415 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $200,905 | 415 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $233,736 | 439 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $206,246 | 439 | Shares | Sole | 2024-11-14 | |
| 2020-09-30 | $14,794 | 96 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $14,403 | 96 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,838 | 96 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||