Ameriprise Financial shares owned by Kozak & Associates
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Ameriprise Financial
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Quarterly reported holdings in Ameriprise Financial by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 255 | 441.62 |
| 2025-06-30 | $142k | 264 | 538.72 |
| 2025-03-31 | $125k | 263 | 474.14 |
| 2024-12-31 | $140k | 262 | 536.04 |
| 2024-09-30 | $135k | 261 | 518.39 |
| 2024-06-30 | $113k | 261 | 433.20 |
| 2024-03-31 | $113k | 260 | 435.37 |
| 2023-12-31 | $122k | 328 | 373.13 |
| 2023-09-30 | $107k | 327 | 326.44 |
| 2023-06-30 | $110k | 327 | 335.08 |
| 2023-03-31 | $100k | 327 | 306.50 |
| 2022-12-31 | $102k | 327 | 311.93 |
| 2022-09-30 | $87k | 327 | 266.06 |
| 2022-06-30 | $78k | 327 | 238.53 |
| 2022-03-31 | $89k | 327 | 272.17 |
| 2021-12-31 | $89k | 327 | 272.17 |
| 2021-09-30 | $101k | 327 | 308.87 |