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Ameriprise Financial shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 746 486.56
2025-06-30 $405k 746 542.59
2025-03-31 $2.6M 5.5k 468.70
2024-12-31 $2.9M 5.5k 515.51
2024-09-30 $243k 475 510.55
2024-06-30 $214k 481 445.45
2022-12-31 $86k 270 319.22