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Ameriprise Financial shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 582 491.50
2025-06-30 $257k 482 534.06
2025-03-31 $214k 442 484.44
2024-12-31 $240k 451 532.78
2024-09-30 $218k 464 470.11
2019-03-31 $32k 248 129.03
2018-12-31 $38k 362 104.97
2018-09-30 $194k 1.3k 147.08
2018-06-30 $187k 1.3k 141.77
2018-03-31 $32k 225 142.22
2017-12-31 $38k 230 165.22