Position in AMP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$390,863
+$9,568 QoQ
Shares Held
852
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#863
of 1,373 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, 2026EVERPAR ADVISORS LLC holds $2,762,532 across 7 Asset Management names. AMP ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
23,175 | $549,479 | |
| 2 | BX |
Blackstone Inc.
|
4,375 | $514,806 | |
| 3 | BLK |
BlackRock, Inc.
|
410 | $394,239 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
852 | $390,863 | |
| 5 | APO |
Apollo Global Management, Inc.
|
2,971 | $351,499 | |
| 6 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
13,290 | $281,216 | |
| 7 | MSDL |
Morgan Stanley Direct Lending Fund
|
18,547 | $280,430 |
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,863 | 852 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $381,295 | 858 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $431,008 | 879 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $518,268 | 1,055 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $602,047 | 1,128 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $581,416 | 1,201 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $684,704 | 1,286 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $593,370 | 1,263 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $702,300 | 1,644 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $712,026 | 1,624 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,122,397 | 2,955 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||