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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Beacon Pointe 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)
5,167
Value
$2.37M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMP by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,167$2.37M<0.1%−2,484−32.5%ReducedHolders
Q1 20267,651$3.40M<0.1%+4,130+117.3%AddedHolders
Q4 20253,521$1.73M<0.1%+736+26.4%AddedHolders
Q3 20252,785$1.37M<0.1%+38+1.4%AddedHolders
Q2 20252,747$1.47M<0.1%−335−10.9%ReducedHolders
Q1 20253,082$1.49M<0.1%+619+25.1%AddedHolders
Q4 20242,463$1.31M<0.1%−824−25.1%ReducedHolders
Q3 20243,287$1.54M<0.1%−266−7.5%ReducedHolders
Q2 20243,553$1.52M<0.1%+251+7.6%AddedHolders
Q1 20243,302$1.45M<0.1%−613−15.7%ReducedHolders
Q4 20233,915$1.49M<0.1%−771−16.5%ReducedHolders
Q3 20234,686$1.54M<0.1%+1,149+32.5%AddedHolders
Q2 20233,537$1.17M<0.1%−313−8.1%ReducedHolders
Q1 20233,850$1.18M<0.1%+776+25.2%AddedHolders
Q4 20223,074$957.1K<0.1%+846+38.0%AddedHolders
Q3 20222,228$565.0K<0.1%+170+8.3%AddedHolders
Q2 20222,058$492.0K<0.1%−11,407−84.7%ReducedHolders
Q1 202213,465$4.04M0.1%+9,569+245.6%AddedHolders
Q4 20213,896$1.18M<0.1%+794+25.6%AddedHolders
Q3 20213,102$819.0K<0.1%−2,632−45.9%ReducedHolders
Q2 20215,734$1.43M0.1%+4,562+389.2%AddedHolders
Q1 20211,172$272.0K<0.1%––Holders

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