Roehl & Yi Investment Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 2097566
Eugene, OR
Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$308,745
+$9,220 QoQ
Shares Held
673
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#942
of 1,371 holders
Holding Since
Dec 2024
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, 2026Roehl & Yi Investment Advisors, LLC holds $1,305,427 across 3 Asset Management names. AMP ranks #2 (23.7% of the industry book) .
All Filings in AMP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,745 | 673 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $299,525 | 674 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $213,492 | 400 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $213,504 | 401 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||