Position in AMP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$233,508
+$7,309 QoQ
Shares Held
509
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,044
of 1,378 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $8,941,180 across 5 Asset Management names. AMP ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
193,258 | $7,546,724 | |
| 2 | BBN |
BlackRock Taxable Municipal Bond Trust
|
52,100 | $842,457 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
509 | $233,508 | |
| 4 | PML |
Pimco Municipal Income Fund II
|
21,416 | $162,975 | |
| 5 | MUA |
Blackrock Muniassets Fund, Inc.
|
14,125 | $155,516 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,508 | 509 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $226,199 | 509 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $253,015 | 516 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $231,378 | 471 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $265,797 | 498 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $243,991 | 504 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $272,604 | 512 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||