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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Mutual 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)
477
Value
$218.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AMP by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026477$218.8K<0.1%+11+2.4%AddedHolders
Q1 2026466$207.0K<0.1%+9+2.0%AddedHolders
Q4 2025457$224.0K<0.1%−8−1.7%ReducedHolders
Q3 2025465$222.6K<0.1%−46−9.0%ReducedHolders
Q2 2025511$266.5K<0.1%+22+4.5%AddedHolders
Q1 2025489$228.0K<0.1%−48−8.9%ReducedHolders
Q4 2024537$293.3K<0.1%−50−8.5%ReducedHolders
Q3 2024587$296.1K<0.1%−43−6.8%ReducedHolders
Q2 2024630$272.1K<0.1%+16+2.6%AddedHolders
Q1 2024614$269.2K<0.1%−84−12.0%ReducedHolders
Q4 2023698$265.2K<0.1%−20−2.8%ReducedHolders
Q3 2023718$236.9K<0.1%−386−35.0%ReducedHolders
Q2 20231,104$366.6K<0.1%+1,104NewHolders
Q1 20230$00.0%−3,865−100.0%Sold outHolders
Q4 20223,865$1.20M0.1%+21+0.5%AddedHolders
Q3 20223,844$969.0K0.1%+45+1.2%AddedHolders
Q2 20223,799$903.0K0.1%−2−0.1%ReducedHolders
Q1 20223,801$1.14M0.1%+33+0.9%AddedHolders
Q4 20213,768$1.14M0.1%+13+0.3%AddedHolders
Q3 20213,755$992.0K0.1%−355−8.6%ReducedHolders
Q2 20214,110$1.02M0.1%−10−0.2%ReducedHolders
Q1 20214,120$958.0K0.1%––Holders

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