MorganRosel Wealth Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1753218
HIGHLANDS RANCH, CO
Position in AMP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$338,632
-$56,091 QoQ
Shares Held
762
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026MorganRosel Wealth Management, LLC holds $2,604,996 across 3 Asset Management names. AMP ranks #3 (13.0% of the industry book) .
All Filings in AMP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,632 | 762 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $394,723 | 805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $946,147 | 1,926 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,210,499 | 2,268 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,342,921 | 2,774 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,040,900 | 1,955 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $879,014 | 1,871 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $877,875 | 2,055 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $831,282 | 1,896 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $730,413 | 1,923 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $669,250 | 2,030 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $783,897 | 2,360 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $818,968 | 2,672 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $210,797 | 677 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $719,219 | 3,026 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $880,655 | 2,932 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||