Ameriprise Financial shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Ameriprise Financial
Tip: Access up to 7 years of quarterly data
All positions including Ameriprise Financial held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ameriprise Financial by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 497 | 491.25 |
| 2025-06-30 | $265k | 497 | 533.73 |
| 2025-03-31 | $244k | 504 | 484.11 |
| 2024-12-31 | $289k | 543 | 532.43 |
| 2024-09-30 | $255k | 543 | 469.81 |
| 2024-06-30 | $232k | 543 | 427.26 |
| 2024-03-31 | $238k | 543 | 438.31 |
| 2023-12-31 | $245k | 645 | 379.85 |