Delta Investment Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1757043 SAN FRANCISCO, CA

Position in AMP

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$223,533

-$22,617 QoQ

Shares Held

503

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

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

Financial Services · as of Mar 31, 2026

Delta Investment Management, LLC holds $8,347,038 across 10 Asset Management names. AMP ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	106,561	$5,085,090
2	MAIN	Main Street Capital CORP	16,781	$888,721
3	STT	State Street Corp	5,644	$714,304
4	PSLV	Sprott Physical Silver Trust	19,998	$487,751
5	BSTZ	BlackRock Science & Technology Term Trust	13,600	$301,240
6	FSK	FS KKR Capital Corp	23,869	$242,986
7	AMP	Ameriprise Financial Inc This page	503	$223,533
8	PHYS	Sprott Physical Gold Trust	5,796	$205,410

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$223,533	503	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$246,150	502	+1.4%	Shares	Sole	2026-01-30
2025-09-30	$243,168	495	+2.3%	Shares	Sole	2025-10-20
2025-06-30	$258,325	484	-20.3%	Shares	Sole	2025-08-01
2025-03-31	$293,854	607	+6.9%	Shares	Sole	2025-05-14
2024-12-31	$302,420	568	+0.2%	Shares	Sole	2025-02-18
2024-09-30	$266,382	567	+11.2%	Shares	Sole	2024-11-15
2024-06-30	$217,866	510	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.