Position in AMP
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$373,740
+$83,460 QoQ
Shares Held
841
+42.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026waypoint wealth counsel holds $1,418,709 across 4 Asset Management names.
All Filings in AMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,740 | 841 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $290,280 | 592 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||