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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
4,335
Value
$1.99M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMP by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,335$1.99M<0.1%+119+2.8%AddedHolders
Q1 20264,216$1.87M<0.1%+22+0.5%AddedHolders
Q4 20254,194$2.06M<0.1%+511+13.9%AddedHolders
Q3 20253,683$1.81M<0.1%−257−6.5%ReducedHolders
Q2 20253,940$2.10M<0.1%+135+3.5%AddedHolders
Q1 20253,805$1.84M<0.1%+1,642+75.9%AddedHolders
Q4 20242,163$1.15M<0.1%−1,577−42.2%ReducedHolders
Q3 20243,740$1.76M<0.1%+8+0.2%AddedHolders
Q2 20243,732$1.59M<0.1%+1,330+55.4%AddedHolders
Q1 20242,402$1.04M0.1%−15−0.6%ReducedHolders
Q4 20232,417$917.9K<0.1%+39+1.6%AddedHolders
Q3 20232,378$784.0K<0.1%+996+72.1%AddedHolders
Q2 20231,382$459.0K<0.1%−111−7.4%ReducedHolders
Q1 20231,493$457.6K<0.1%+76+5.4%AddedHolders
Q4 20221,417$441.2K<0.1%+35+2.5%AddedHolders
Q3 20221,382$348.0K<0.1%+39+2.9%AddedHolders
Q2 20221,343$319.0K<0.1%00.0%UnchangedHolders
Q1 20221,343$403.0K<0.1%+165+14.0%AddedHolders
Q4 20211,178$355.0K<0.1%+93+8.6%AddedHolders
Q3 20211,085$287.0K<0.1%+124+12.9%AddedHolders
Q2 2021961$239.0K<0.1%+26+2.8%AddedHolders
Q1 2021935$217.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.