ELEVATION POINT WEALTH PARTNERS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1744349 DENVER, CO

Position in AMP

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$3,754,291

+$1,001,032 QoQ

Shares Held

8,448

+50.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $65,557,056 across 47 Asset Management names. AMP ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	9,631	$9,262,229
2	BPRE	Bluerock Private Real Estate Fund	410,228	$6,813,887
3	OWL	Blue Owl Capital Inc.	487,953	$4,455,010
4	AMP	Ameriprise Financial Inc This page	8,448	$3,754,291
5	EOI	Eaton Vance Enhanced Equity Income Fund	188,248	$3,535,297
6	OBDC	Blue Owl Capital Corp	293,967	$3,251,275
7	FSK	FS KKR Capital Corp	303,022	$3,084,763
8	HTGC	Hercules Capital, Inc.	206,303	$3,047,095

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.