Ascent Wealth Partners, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1546865 NEW HARTFORD, NY

Position in AMP

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$10,320,745

-$717,789 QoQ

Shares Held

23,224

+3.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Ascent Wealth Partners, LLC holds $12,781,036 across 4 Asset Management names. AMP ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	23,224	$10,320,745
2	BLK	BlackRock, Inc.	1,750	$1,682,992
3	STT	State Street Corp	4,105	$519,528
4	NRK	Nuveen New York Amt-Free Quality Municipal Income Fund	25,247	$257,771

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,320,745	23,224	+3.2%	Shares	Sole	2026-05-06
2025-12-31	$11,038,534	22,512	-1.2%	Shares	Sole	2026-02-02
2025-09-30	$11,189,201	22,777	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$12,189,859	22,839	+0.0%	Shares	Sole	2025-08-12
2025-03-31	$11,053,199	22,832	+1.4%	Shares	Sole	2025-05-02
2024-12-31	$11,987,661	22,515	-2.0%	Shares	Sole	2025-02-04
2024-09-30	$10,791,065	22,969	-0.8%	Shares	Sole	2024-10-31
2024-06-30	$9,887,312	23,145	-1.1%	Shares	Sole	2024-07-31
2024-03-31	$10,258,180	23,397	+0.8%	Shares	Sole	2024-05-01
2023-12-31	$8,815,094	23,208	+1.0%	Shares	Sole	2024-01-22
2023-09-30	$7,577,365	22,984	-0.6%	Shares	Sole	2023-10-20
2023-06-30	$7,681,200	23,125	+5.3%	Shares	Sole	2023-08-04
2023-03-31	$6,729,820	21,957	+0.0%	Shares	Sole	2023-04-25
2022-12-31	$6,835,816	21,954	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$5,628,311	22,339	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$5,362,536	22,562	-1.4%	Shares	Sole	2022-08-10
2022-03-31	$6,871,335	22,877	+0.7%	Shares	Sole	2022-05-02
2021-09-30	$6,000,542	22,719	-1.2%	Shares	Sole	2021-11-01
2021-06-30	$5,725,484	23,005	-2.8%	Shares	Sole	2021-07-30
2021-03-31	$5,500,464	23,663	+1.6%	Shares	Sole	2021-04-26
2020-12-31	$4,524,391	23,282	+1.2%	Shares	Sole	2021-02-02
2020-09-30	$3,546,225	23,011	+1.9%	Shares	Sole	2020-10-22
2020-06-30	$3,389,253	22,589	+2.9%	Shares	Sole	2020-07-21
2020-03-31	$2,250,153	21,957	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.