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