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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Wealthspire 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)
1,614
Value
$740.3K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of AMP by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,614$740.3K<0.1%−84−4.9%ReducedHolders
Q1 20261,698$754.4K<0.1%−958−36.1%ReducedHolders
Q4 20252,656$1.30M<0.1%+590+28.6%AddedHolders
Q3 20252,066$1.02M<0.1%−77−3.6%ReducedHolders
Q2 20252,143$1.14M<0.1%−10−0.5%ReducedHolders
Q1 20252,153$1.04M<0.1%+75+3.6%AddedHolders
Q4 20242,078$1.11M<0.1%+718+52.8%AddedHolders
Q3 20241,360$639.0K<0.1%+173+14.6%AddedHolders
Q2 20241,187$507.1K<0.1%−3−0.3%ReducedHolders
Q1 20241,190$521.7K<0.1%−141−10.6%ReducedHolders
Q4 20231,331$505.6K<0.1%+284+27.1%AddedHolders
Q3 20231,047$345.2K<0.1%+141+15.6%AddedHolders
Q2 2023906$300.9K<0.1%−13−1.4%ReducedHolders
Q1 2023919$281.7K<0.1%−334−26.7%ReducedHolders
Q4 20221,253$390.1K<0.1%+419+50.2%AddedHolders
Q3 2022834$210.0K<0.1%+834NewHolders
Q1 20220$00.0%−1,208−100.0%Sold outHolders
Q4 20211,208$364.0K<0.1%+371+44.3%AddedHolders
Q3 2021837$221.0K<0.1%+837NewHolders
Q2 20210$00.0%−2,040−100.0%Sold outHolders
Q1 20212,040$474.0K<0.1%––Holders

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