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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Dougherty Wealth Advisers 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)
603
Value
$276.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AMP by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026603$276.6K0.2%00.0%UnchangedHolders
Q1 2026603$268.0K0.2%00.0%UnchangedHolders
Q4 2025603$295.7K0.2%00.0%UnchangedHolders
Q3 2025603$296.2K0.2%00.0%UnchangedHolders
Q2 2025603$321.8K0.2%00.0%UnchangedHolders
Q1 2025603$291.9K0.2%00.0%UnchangedHolders
Q4 2024603$321.1K0.2%00.0%UnchangedHolders
Q3 2024603$283.3K0.2%00.0%UnchangedHolders
Q2 2024603$257.6K0.2%00.0%UnchangedHolders
Q1 2024603$264.4K0.2%00.0%UnchangedHolders
Q4 2023603$229.0K0.2%00.0%UnchangedHolders
Q3 2023603$198.8K0.2%00.0%UnchangedHolders
Q2 2023603$200.3K0.3%00.0%UnchangedHolders
Q1 2023603$184.8K0.3%00.0%UnchangedHolders
Q4 2022603$187.8K0.3%00.0%UnchangedHolders
Q3 2022603$152.0K0.3%00.0%UnchangedHolders
Q2 2022603$143.0K0.3%00.0%UnchangedHolders
Q1 2022603$181.0K0.3%00.0%UnchangedHolders
Q4 2021603$182.0K0.3%00.0%UnchangedHolders
Q3 2021603$159.0K0.2%00.0%UnchangedHolders
Q2 2021603$150.0K0.2%00.0%UnchangedHolders
Q1 2021603$140.0K0.2%––Holders

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