WBH ADVISORY INC

Position in AMP — Ameriprise Financial Inc

CIK 1259671 BALTIMORE, MD

Position in AMP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$224,792

+$6,592 QoQ

Shares Held

490

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,056

of 1,372 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,924,823 across 4 Asset Management names. AMP ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,034	$994,253
2	BX	Blackstone Inc.	3,340	$393,017
3	TROW	Price T Rowe Group Inc	2,751	$312,761
4	AMP	Ameriprise Financial Inc This page	490	$224,792

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,792	490	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$218,200	491	-0.4%	Shares	Sole	2026-04-27
2025-12-31	$241,737	493	0.0%	Shares	Sole	2026-01-26
2025-09-30	$242,186	493	0.0%	Shares	Sole	2025-10-30
2025-06-30	$263,128	493	-23.3%	Shares	Sole	2025-07-30
2025-03-31	$311,282	643	0.0%	Shares	Sole	2025-05-12
2024-12-31	$342,352	643	-1.4%	Shares	Sole	2025-01-31
2024-09-30	$306,316	652	+1.4%	Shares	Sole	2024-10-15
2024-06-30	$274,683	643	0.0%	Shares	Sole	2024-07-11
2024-03-31	$281,916	643	+0.5%	Shares	Sole	2024-04-16
2023-12-31	$243,091	640	0.0%	Shares	Sole	2024-01-09
2023-09-30	$210,995	640	0.0%	Shares	Sole	2023-10-10
2023-06-30	$212,582	640	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.