Position in AMP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,655,037
+$143,933 QoQ
Shares Held
10,147
-0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#329
of 1,371 holders
Holding Since
Dec 2024
7 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, 2026BIRCH FINANCIAL GROUP, LLC holds $5,367,871 across 3 Asset Management names. AMP ranks #1 (86.7% of the industry book) .
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,655,037 | 10,147 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,511,104 | 10,151 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,975,970 | 10,148 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,985,205 | 10,148 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,371,992 | 10,065 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $4,857,075 | 10,033 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $5,324,300 | 10,000 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||