Skip to main content

Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Plan Group Financial, 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)
515
Value
$236.3K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of AMP by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026515$236.3K<0.1%+515NewHolders