EDMP, INC.

Position in AMP — Ameriprise Financial Inc

CIK 1016021 LUTZ, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,279,216

+$55,539 QoQ

Shares Held

7,148

-1.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.64%

of 13F equity value

Holder Rank

#385

of 1,374 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

EDMP, INC. holds $3,799,556 across 3 Asset Management names. AMP ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	7,148	$3,279,216
2	RJF	Raymond James Financial Inc	2,552	$387,980
3	DNP	Dnp Select Income Fund Inc	12,267	$132,360

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,279,216	7,148	-1.5%	Shares	Sole	2026-07-29
2026-03-31	$3,223,677	7,254	+2.1%	Shares	Sole	2026-04-28
2025-12-31	$3,483,865	7,105	-9.7%	Shares	Sole	2026-01-21
2025-09-30	$3,865,155	7,868	-1.7%	Shares	Sole	2025-10-21
2025-06-30	$4,273,576	8,007	-2.5%	Shares	Sole	2025-07-28
2025-03-31	$3,975,027	8,211	-2.2%	Shares	Sole	2025-04-23
2024-12-31	$4,472,412	8,400	-1.6%	Shares	Sole	2025-01-29
2024-09-30	$4,010,298	8,536	-4.2%	Shares	Sole	2024-10-31
2024-06-30	$3,806,262	8,910	-0.4%	Shares	Sole	2024-07-31
2024-03-31	$3,921,845	8,945	-0.1%	Shares	Sole	2024-04-24
2023-12-31	$3,400,997	8,954	+2.5%	Shares	Sole	2024-01-25
2023-09-30	$2,879,095	8,733	+18.6%	Shares	Sole	2023-10-23
2023-06-30	$2,446,026	7,364	+0.6%	Shares	Sole	2023-07-24
2023-03-31	$2,243,273	7,319	+0.0%	Shares	Sole	2023-04-20
2022-12-31	$2,278,294	7,317	+1.9%	Shares	Sole	2023-02-06
2022-09-30	$1,808,749	7,179	-0.9%	Shares	Sole	2022-10-20
2022-06-30	$1,722,229	7,246	+1.3%	Shares	Sole	2022-07-28
2022-03-31	$2,147,874	7,151	+10.6%	Shares	Sole	2022-04-28
2021-09-30	$1,708,064	6,467	+11.0%	Shares	Sole	2021-10-20
2021-06-30	$1,450,223	5,827	-13.7%	Shares	Sole	2021-07-19
2021-03-31	$1,569,269	6,751	+9.7%	Shares	Sole	2021-04-20
2020-12-31	$1,196,295	6,156	+0.2%	Shares	Sole	2021-01-12
2020-09-30	$947,160	6,146	+0.2%	Shares	Sole	2020-10-20
2020-06-30	$920,045	6,132	-52.9%	Shares	Sole	2020-07-20
2020-03-31	$1,333,982	13,017	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.