Connecticut Wealth Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1689829
FARMINGTON, CT
Position in AMP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,936,695
-$200,206 QoQ
Shares Held
4,358
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Connecticut Wealth Management, LLC holds $6,268,675 across 8 Asset Management names. AMP ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
4,358 | $1,936,695 | |
| 2 | BX |
Blackstone Inc.
|
11,069 | $1,272,824 | |
| 3 | BLK |
BlackRock, Inc.
|
1,175 | $1,130,009 | |
| 4 | HRZN |
Horizon Technology Finance Corp
|
213,811 | $900,144 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
30,330 | $312,399 | |
| 6 | MMT |
Aberdeen Multi-Market Income Fund
|
53,880 | $248,925 | |
| 7 | PDT |
John Hancock Premium Dividend Fund
|
18,742 | $245,520 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,235 | $222,159 |
All Filings in AMP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,936,695 | 4,358 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,136,901 | 4,358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,140,867 | 4,358 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,343,074 | 4,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,139,766 | 4,420 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,397,532 | 4,503 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,052,599 | 4,369 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,918,937 | 4,492 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,963,772 | 4,479 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,692,522 | 4,456 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $442,430 | 1,342 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $243,141 | 732 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||