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Ameriprise Financial shares owned by Apella Capital

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Ameriprise Financial

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All positions including Ameriprise Financial held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 735 467.93
2025-06-30 $306k 571 536.43
2025-03-31 $275k 581 473.00
2024-12-31 $297k 558 532.43
2024-09-30 $264k 550 480.34
2024-06-30 $235k 543 433.29
2024-03-31 $245k 571 429.59
2023-12-31 $208k 549 379.04