Quantum Financial Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1929139
SANTA MONICA, CA
Position in AMP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$467,017
+$15,063 QoQ
Shares Held
1,018
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#233
of 503 holders
Holding Since
Dec 2023
11 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, 2026Quantum Financial Advisors, LLC holds $888,620 across 3 Asset Management names. AMP ranks #1 (52.6% of the industry book) .
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,017 | 1,018 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $451,954 | 1,017 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $499,166 | 1,018 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $579,675 | 1,180 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $629,801 | 1,180 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $571,249 | 1,180 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $628,267 | 1,180 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $554,375 | 1,180 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $239,226 | 560 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $245,526 | 560 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $212,704 | 560 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||