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Livermore
Livermore
ZHEN

Enzi Wealth

SEC CIK
0001887441
Latest filing
Jul 15, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Enzi Wealth, 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)
1,010
Value
$523.8K
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of AMP by Enzi Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,010$523.8K0.2%00.0%UnchangedHolders
Q1 20261,010$448.8K0.2%−4−0.4%ReducedHolders
Q4 20251,014$514.6K0.2%−3−0.3%ReducedHolders
Q3 20251,017$475.7K0.2%00.0%UnchangedHolders
Q2 20251,017$545.4K0.2%00.0%UnchangedHolders
Q1 20251,017$482.1K0.2%−96−8.6%ReducedHolders
Q4 20241,113$625.0K0.2%+1+0.1%AddedHolders
Q3 20241,112$560.8K0.2%+2+0.2%AddedHolders
Q2 20241,110$479.7K0.2%00.0%UnchangedHolders
Q1 20241,110$456.4K0.2%00.0%UnchangedHolders
Q4 20231,110$432.8K0.2%00.0%UnchangedHolders
Q3 20231,110$360.6K0.2%00.0%UnchangedHolders
Q2 20231,110$379.5K0.2%00.0%UnchangedHolders
Q1 20231,110$345.9K0.2%00.0%UnchangedHolders
Q4 20221,110$378.5K0.2%00.0%UnchangedHolders
Q3 20221,110$368.0K0.2%–No prior filingHolders