Spahn Wealth & Retirement LLC
PensionPosition in AMP — Ameriprise Financial Inc
CIK 1949033
SCOTTSDALE, AZ
Position in AMP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$364,714
+$11,416 QoQ
Shares Held
795
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#888
of 1,371 holders
Holding Since
Dec 2024
6 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, 2026Spahn Wealth & Retirement LLC holds $565,841 across 2 Asset Management names. AMP ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
795 | $364,714 | |
| 2 | APO |
Apollo Global Management, Inc.
|
1,700 | $201,127 |
All Filings in AMP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,714 | 795 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $353,298 | 795 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $389,820 | 795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $390,543 | 795 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $384,867 | 795 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $423,281 | 795 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||