Position in AMP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$226,199
-$26,816 QoQ
Shares Held
509
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NATURAL INVESTMENTS, LLC holds $9,095,604 across 6 Asset Management names. AMP ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
202,089 | $7,426,770 | |
| 2 | BBN |
BlackRock Taxable Municipal Bond Trust
|
56,148 | $907,913 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
509 | $226,199 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,174 | $201,095 | |
| 5 | PML |
Pimco Municipal Income Fund II
|
24,275 | $183,761 | |
| 6 | MUA |
Blackrock Muniassets Fund, Inc.
|
14,125 | $149,866 |
All Filings in AMP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||