ELEVATION POINT WEALTH PARTNERS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1744349 DENVER, CO

Position in AMP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,234,354

+$480,063 QoQ

Shares Held

9,230

+9.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#351

of 1,374 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $61,589,925 across 45 Asset Management names. AMP ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	7,203	$6,926,116
2	BPRE	Bluerock Private Real Estate Fund	487,564	$6,343,207
3	AMP	Ameriprise Financial Inc This page	9,230	$4,234,354
4	EOI	Eaton Vance Enhanced Equity Income Fund	184,826	$3,633,679
5	BXSL	Blackstone Secured Lending Fund	147,236	$3,490,965
6	OBDC	Blue Owl Capital Corp	320,944	$3,488,661
7	HTGC	Hercules Capital, Inc.	207,786	$3,276,785
8	BX	Blackstone Inc.	23,859	$2,807,488

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,234,354	9,230	+9.3%	Shares	Sole	2026-08-12
2026-03-31	$3,754,291	8,448	+50.5%	Shares	Sole	2026-04-27
2025-12-31	$2,753,259	5,615	+150.1%	Shares	Sole	2026-02-12
2025-09-30	$1,102,856	2,245	-34.8%	Shares	Sole	2025-11-14
2025-06-30	$1,838,166	3,444	+1.7%	Shares	Sole	2026-02-03
2025-03-31	$1,639,680	3,387	+0.4%	Shares	Sole	2026-02-03
2024-12-31	$1,795,886	3,373	-17.8%	Shares	Sole	2026-02-03
2024-09-30	$1,927,630	4,103	-4.0%	Shares	Sole	2026-02-03
2024-06-30	$1,826,237	4,275	-4.1%	Shares	Sole	2026-02-03
2024-03-31	$1,955,442	4,460	+3.9%	Shares	Sole	2026-02-03
2023-12-31	$1,630,990	4,294	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$1,422,898	4,316	-2.4%	Shares	Sole	2023-10-11
2023-06-30	$1,468,811	4,422	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$1,344,309	4,386	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.