Position in SII
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$215,350
New position
Shares Held
1,507
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Summit Wealth Partners, LLC holds $274,797 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
599 | $274,797 |
All Filings in SII
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,350 | 1,507 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||