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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Plancorp, 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)
408
Value
$211.4K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of AMP by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026408$211.4K<0.1%+408NewHolders
Q1 20260$00.0%−439−100.0%Sold outHolders
Q4 2025439$215.3K<0.1%−1−0.2%ReducedHolders
Q3 2025440$216.2K<0.1%−12−2.7%ReducedHolders
Q2 2025452$241.2K<0.1%+11+2.5%AddedHolders
Q1 2025441$213.5K<0.1%+20+4.8%AddedHolders
Q4 2024421$224.2K<0.1%+421NewHolders