MTM Investment Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1831416
SPARTANBURG, SC
Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$287,183
+$8,989 QoQ
Shares Held
626
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 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, 2026MTM Investment Management, LLC holds $5,107,154 across 25 Asset Management names. AMP ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
38,707 | $2,075,082 | |
| 2 | BLK |
BlackRock, Inc.
|
820 | $788,479 | |
| 3 | RJF |
Raymond James Financial Inc
|
2,752 | $418,386 | |
| 4 | TROW |
Price T Rowe Group Inc
|
3,175 | $360,965 | |
| 5 | IVZ |
Invesco Ltd.
|
2,775 | $333,415 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
626 | $287,183 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
5,000 | $201,150 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
5,200 | $156,884 |
All Filings in AMP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,183 | 626 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $278,194 | 626 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $306,952 | 626 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $307,522 | 626 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $334,114 | 626 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $303,052 | 626 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $333,301 | 626 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $294,101 | 626 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $259,731 | 608 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $266,571 | 608 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $230,936 | 608 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $200,445 | 608 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $201,953 | 608 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||