Position in AMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,334,991
+$90,671 QoQ
Shares Held
2,910
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#564
of 1,371 holders
Holding Since
Mar 2020
22 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, 2026EPG Wealth Management LLC holds $6,444,361 across 3 Asset Management names. AMP ranks #3 (20.7% of the industry book) .
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,991 | 2,910 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,244,320 | 2,800 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,330,782 | 2,714 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,322,936 | 2,693 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,337,527 | 2,506 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,180,744 | 2,439 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,277,299 | 2,399 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,168,417 | 2,487 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,134,658 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,139,067 | 2,598 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $867,531 | 2,284 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $699,910 | 2,123 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $633,096 | 1,906 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $522,276 | 1,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $423,774 | 1,361 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $345,423 | 1,371 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $246,949 | 1,039 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $311,773 | 1,038 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $279,174 | 1,057 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $250,871 | 1,008 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $233,844 | 1,006 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $57,696 | 563 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||