Capstone Wealth Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 2019411
TUSCALOOSA, AL
Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$352,327
New position
Shares Held
768
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#903
of 1,372 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Capstone Wealth Management, LLC holds $833,229 across 3 Asset Management names. AMP ranks #1 (42.3% of the industry book) .
All Filings in AMP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,327 | 768 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||