Position in AMP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,618,046
+$113,308 QoQ
Shares Held
3,527
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#525
of 1,374 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Derivatives in AMP
reported options exposure · as of Sep 30, 2025CallValue
$49,125
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Lebenthal Global Advisors, LLC holds $7,020,974 across 5 Asset Management names. AMP ranks #2 (23.0% of the industry book) .
All Filings in AMP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,046 | 3,527 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $1,504,738 | 3,386 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,508,775 | 3,077 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,425,116 | 2,901 | Shares | Defined | 2025-11-04 | |
| 2025-09-30 | $49,125 | 100 | Call | Sole | 2025-11-04 | |
| 2025-06-30 | $1,442,137 | 2,702 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,237,869 | 2,557 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,277,298 | 2,399 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,021,836 | 2,175 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $792,009 | 1,854 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $699,749 | 1,596 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $546,954 | 1,440 | Shares | Defined | 2024-02-07 | |
| 2020-12-31 | $23,319 | 120 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||