Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$757,412
+$189,469 QoQ
Shares Held
1,651
+29.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#679
of 1,374 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,615,343 across 2 Asset Management names. AMP ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
7,291 | $857,931 | |
| 2 | AMP |
Ameriprise Financial Inc
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|
1,651 | $757,412 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,412 | 1,651 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $567,943 | 1,278 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $426,105 | 869 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $408,228 | 831 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $443,529 | 831 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $399,874 | 826 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $433,398 | 814 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||