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CAPTRUST FINANCIAL ADVISORS: AMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AMP, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 193,792 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,792 shares
    Change vs previous 13F +795 shares

    0.14% of the 13F portfolio, value $88,903,884.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 192,997 shares
    Change vs previous 13F +2,600 shares

    0.15% of the 13F portfolio, value $85,764,802.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 190,397 shares
    Change vs previous 13F +4,546 shares

    0.18% of the 13F portfolio, value $93,359,448.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 185,851 shares
    Change vs previous 13F +9,841 shares

    0.19% of the 13F portfolio, value $91,299,153.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 176,010 shares
    Change vs previous 13F +6,045 shares

    0.21% of the 13F portfolio, value $93,941,723.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,965 shares
    Change vs previous 13F +10,760 shares

    0.21% of the 13F portfolio, value $82,281,705.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 159,205 shares
    Change vs previous 13F +6,902 shares

    0.24% of the 13F portfolio, value $84,765,782.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 152,303 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $71,553,238.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).