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Livermore
Livermore
ZHEN

Trifecta Capital Advisors, LLC

SEC CIK
0001962615
Latest filing
Aug 3, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Trifecta Capital 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)
1,262
Value
$579.0K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of AMP by Trifecta Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,262$579.0K0.1%+2+0.2%AddedHolders
Q1 20261,260$559.9K0.1%00.0%UnchangedHolders
Q4 20251,260$617.8K0.1%00.0%UnchangedHolders
Q3 20251,260$619.0K0.1%−8−0.6%ReducedHolders
Q2 20251,268$676.8K0.1%+1,163+1,107.6%AddedHolders
Q1 2025105$50.8K<0.1%00.0%UnchangedHolders
Q4 2024105$55.9K<0.1%−33−23.9%ReducedHolders
Q3 2024138$64.8K<0.1%+33+31.4%AddedHolders
Q2 2024105$44.9K<0.1%00.0%UnchangedHolders
Q1 2024105$46.0K<0.1%00.0%UnchangedHolders
Q4 2023105$39.9K<0.1%00.0%UnchangedHolders
Q3 2023105$34.6K<0.1%00.0%UnchangedHolders
Q2 2023105$34.9K<0.1%00.0%UnchangedHolders
Q1 2023105$32.2K<0.1%00.0%UnchangedHolders
Q4 2022105$32.7K<0.1%–No prior filingHolders