Position in AMP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$381,295
-$49,713 QoQ
Shares Held
858
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EVERPAR ADVISORS LLC holds $2,388,799 across 7 Asset Management names. AMP ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
23,175 | $549,015 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
858 | $381,295 | |
| 3 | BLK |
BlackRock, Inc.
|
390 | $375,066 | |
| 4 | BX |
Blackstone Inc.
|
3,090 | $355,319 | |
| 5 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
13,290 | $265,401 | |
| 6 | MSDL |
Morgan Stanley Direct Lending Fund
|
18,547 | $258,916 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,829 | $203,787 |
All Filings in AMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||