Position in AMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,485,923
+$46,512 QoQ
Shares Held
3,239
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.36%
of 13F equity value
Holder Rank
#548
of 1,374 holders
Holding Since
Sep 2025
4 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, 2026Equity Wealth Partners, LLC holds $2,013,134 across 2 Asset Management names. AMP ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
3,239 | $1,485,923 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
11,755 | $527,211 |
All Filings in AMP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,923 | 3,239 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,439,411 | 3,239 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,577,914 | 3,218 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,780,290 | 3,624 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||