Ameriprise Financial shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $125k | 254 | 491.25 |
| 2025-06-30 | $136k | 254 | 533.73 |
| 2025-03-31 | $123k | 254 | 484.11 |
| 2024-12-31 | $137k | 257 | 532.43 |
| 2024-09-30 | $119k | 254 | 469.81 |
| 2024-06-30 | $103k | 240 | 427.19 |
| 2024-03-31 | $105k | 240 | 438.44 |
| 2023-12-31 | $91k | 240 | 379.83 |
| 2023-09-30 | $79k | 240 | 329.68 |
| 2023-06-30 | $80k | 240 | 332.16 |
| 2023-03-31 | $75k | 245 | 306.50 |
| 2022-12-31 | $75k | 240 | 311.37 |
| 2022-09-30 | $60k | 240 | 250.00 |
| 2022-06-30 | $57k | 240 | 237.50 |
| 2019-12-31 | $1.3k | 8 | 166.63 |