Ameriprise Financial shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in Ameriprise Financial
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All positions including Ameriprise Financial held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ameriprise Financial by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 638 | 491.25 |
| 2025-06-30 | $328k | 615 | 533.73 |
| 2025-03-31 | $267k | 551 | 484.11 |
| 2024-12-31 | $266k | 499 | 532.43 |
| 2024-09-30 | $246k | 524 | 469.81 |
| 2024-06-30 | $220k | 515 | 427.19 |
| 2024-03-31 | $226k | 515 | 438.44 |