Pinnacle Wealth Planning Services, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 1726752
MANSFIELD, OH
Position in AMP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$379,962
-$27,510 QoQ
Shares Held
855
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $11,073,923 across 150 Asset Management names. AMP ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
19,040 | $1,761,200 | |
| 2 | BLK |
BlackRock, Inc.
|
1,175 | $1,130,009 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
855 | $379,962 | |
| 4 | BX |
Blackstone Inc.
|
3,226 | $370,957 | |
| 5 | ARCC |
Ares Capital Corp
|
20,445 | $368,418 | |
| 6 | WT |
WisdomTree, Inc.
|
23,868 | $347,518 | |
| 7 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
35,345 | $338,958 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
8,862 | $238,653 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,962 | 855 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $407,472 | 831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $415,106 | 845 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $458,474 | 859 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $352,916 | 729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $374,298 | 703 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $452,896 | 964 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $416,937 | 976 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $428,355 | 977 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $372,233 | 980 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $323,416 | 981 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $327,177 | 985 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $303,741 | 991 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $312,304 | 1,003 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $232,549 | 923 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $217,714 | 916 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $272,126 | 906 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $214,465 | 812 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $200,846 | 807 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $157,018 | 808 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||