Skip to main content
Livermore
Livermore
ZHEN

Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

AMP holding history

Ameriprise Financial Inc in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
1,059
Value
$520.2K
% of portfolio
0.1%
Quarters held
12
Since Q4 2022
Holdings of AMP by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,059$520.2K0.1%00.0%UnchangedHolders
Q2 20251,059$565.2K0.1%00.0%UnchangedHolders
Q1 20251,059$512.7K0.1%−2−0.2%ReducedHolders
Q4 20241,061$564.9K0.1%−50−4.5%ReducedHolders
Q3 20241,111$522.0K0.1%00.0%UnchangedHolders
Q2 20241,111$474.6K0.1%00.0%UnchangedHolders
Q1 20241,111$487.1K0.1%00.0%UnchangedHolders
Q4 20231,111$422.0K0.1%00.0%UnchangedHolders
Q3 20231,111$366.3K0.1%00.0%UnchangedHolders
Q2 20231,111$369.0K0.1%00.0%UnchangedHolders
Q1 20231,111$340.5K0.1%+169+17.9%AddedHolders
Q4 2022942$293.3K0.1%+942NewHolders