Ameriprise Financial shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $157k | 342 | 458.76 |
| 2026-03-31 | $66k | 148 | 444.41 |
| 2025-12-31 | $73k | 148 | 490.34 |
| 2025-09-30 | $73k | 148 | 491.25 |
| 2025-06-30 | $79k | 148 | 533.74 |
| 2025-03-31 | $72k | 148 | 484.11 |
| 2024-12-31 | $79k | 148 | 532.43 |
| 2024-09-30 | $70k | 148 | 469.81 |
| 2024-06-30 | $63k | 148 | 427.20 |
| 2024-03-31 | $65k | 148 | 438.45 |
| 2023-12-31 | $57k | 149 | 379.83 |
| 2023-09-30 | $49k | 148 | 329.68 |
| 2023-06-30 | $49k | 146 | 332.16 |
| 2023-03-31 | $45k | 146 | 306.50 |
| 2022-12-31 | $46k | 146 | 311.37 |
| 2022-09-30 | $37k | 146 | 253.42 |
| 2022-06-30 | $35k | 146 | 239.73 |
| 2022-03-31 | $44k | 146 | 301.37 |
| 2021-12-31 | $20k | 66 | 303.03 |
| 2021-09-30 | $17k | 66 | 257.58 |
| 2021-06-30 | $352k | 1.4k | 249.12 |
| 2021-03-31 | $377k | 1.6k | 232.57 |
| 2020-12-31 | $315k | 1.6k | 194.32 |
| 2020-09-30 | $246k | 1.6k | 154.33 |