Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$274,797
+$8,602 QoQ
Shares Held
599
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#980
of 1,374 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $274,797 across 1 Asset Management name. AMP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
599 | $274,797 |
All Filings in AMP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,797 | 599 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $266,195 | 599 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||