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Livermore
Livermore
ZHEN

Affinity Investment Advisors, LLC

SEC CIK
0001520601
Latest filing
Aug 5, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Affinity Investment 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)
2,182
Value
$1.00M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of AMP by Affinity Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,182$1.00M0.5%−97−4.3%ReducedHolders
Q1 20262,279$1.01M0.6%−678−22.9%ReducedHolders
Q4 20252,957$1.45M1.0%−64−2.1%ReducedHolders
Q3 20253,021$1.48M1.0%−120−3.8%ReducedHolders
Q2 20253,141$1.68M1.3%−312−9.0%ReducedHolders
Q1 20253,453$1.67M1.4%−219−6.0%ReducedHolders
Q4 20243,672$1.96M1.6%−1,042−22.1%ReducedHolders
Q3 20244,714$2.21M1.5%−64−1.3%ReducedHolders
Q2 20244,778$2.04M1.5%−119−2.4%ReducedHolders
Q1 20244,897$2.15M1.6%+231+5.0%AddedHolders
Q4 20234,666$1.77M1.2%−1,214−20.6%ReducedHolders
Q3 20235,880$1.94M1.3%−412−6.5%ReducedHolders
Q2 20236,292$2.09M1.2%+1,418+29.1%AddedHolders
Q1 20234,874$1.49M0.8%+4,104+533.0%AddedHolders
Q4 2022770$239.8K0.1%−80−9.4%ReducedHolders
Q3 2022850$214.0K0.1%−50−5.6%ReducedHolders
Q2 2022900$214.0K0.1%+5+0.6%AddedHolders
Q1 2022895$269.0K0.1%+11+1.2%AddedHolders
Q4 2021884$267.0K0.1%00.0%UnchangedHolders
Q3 2021884$233.0K0.1%−200−18.5%ReducedHolders
Q2 20211,084$270.0K0.1%00.0%UnchangedHolders
Q1 20211,084$252.0K0.1%––Holders

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