Position in AMP
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$1,538,512
-$157,574 QoQ
Shares Held
3,462
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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, 2026TruWealth Advisors, LLC holds $2,749,594 across 3 Asset Management names. AMP ranks #1 (56.0% of the industry book) .
All Filings in AMP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,538,512 | 3,462 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,696,086 | 3,459 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,994,966 | 4,061 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,166,943 | 4,060 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,030,357 | 4,194 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,233,011 | 4,194 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,015,015 | 4,289 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,832,217 | 4,289 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,027,785 | 4,625 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,794,696 | 4,725 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,557,738 | 4,725 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,569,456 | 4,725 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,484,992 | 4,845 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,598,884 | 5,135 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,349,192 | 5,355 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,272,776 | 5,355 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,611,431 | 5,365 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $1,458,998 | 5,524 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,399,701 | 5,624 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,307,298 | 5,624 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,103,600 | 5,679 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||