Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,162,106
-$185,838 QoQ
Shares Held
2,615
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 202644 WEALTH MANAGEMENT LLC holds $5,350,584 across 4 Asset Management names. AMP ranks #3 (21.7% of the industry book) .
All Filings in AMP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,162,106 | 2,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,347,944 | 2,749 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,359,780 | 2,768 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,515,793 | 2,840 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,386,975 | 2,865 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,384,318 | 2,600 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,282,111 | 2,729 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||