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Aspiriant, LLC

SEC CIK
0001433541
Latest filing
Jul 20, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Aspiriant, 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)
672
Value
$308.3K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2023
Holdings of AMP by Aspiriant, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026672$308.3K<0.1%+60+9.8%AddedHolders
Q1 2026612$272.0K<0.1%+612NewHolders
Q2 20240$00.0%−946−100.0%Sold outHolders
Q1 2024946$414.8K<0.1%+135+16.6%AddedHolders
Q4 2023811$308.0K<0.1%+811NewHolders
Q2 20230$00.0%−805−100.0%Sold outHolders
Q1 2023805$246.7K<0.1%+805NewHolders