Ameriprise Financial shares owned by Forum Financial Management
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 1.4k | 491.36 |
| 2025-06-30 | $781k | 1.5k | 533.85 |
| 2025-03-31 | $719k | 1.5k | 484.21 |
| 2024-12-31 | $790k | 1.5k | 532.54 |
| 2024-09-30 | $688k | 1.5k | 469.91 |
| 2024-06-30 | $624k | 1.5k | 427.28 |
| 2024-03-31 | $634k | 1.4k | 438.54 |
| 2023-12-31 | $549k | 1.4k | 379.91 |
| 2023-09-30 | $477k | 1.4k | 329.75 |
| 2023-06-30 | $480k | 1.4k | 332.23 |
| 2023-03-31 | $450k | 1.5k | 306.56 |
| 2022-12-31 | $449k | 1.4k | 311.44 |
| 2022-09-30 | $368k | 1.5k | 251.71 |
| 2022-06-30 | $348k | 1.5k | 238.03 |
| 2022-03-31 | $433k | 1.4k | 300.07 |
| 2021-12-31 | $443k | 1.5k | 301.77 |
More positions owned by Forum Financial Management
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