Ameriprise Financial shares owned by Burling Wealth Partners
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Burling Wealth Partners
from 13F filings
Historical chart of Burling Wealth Partners investment in Ameriprise Financial
Tip: Access up to 7 years of quarterly data
All positions including Ameriprise Financial held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ameriprise Financial by Burling Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 694 | 491.25 |
| 2025-06-30 | $652k | 1.2k | 533.73 |
| 2025-03-31 | $711k | 1.5k | 484.11 |