PFG Private Wealth Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1799957 LUTZ, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$434,445

+$37,596 QoQ

Shares Held

947

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.92%

of 13F equity value

Holder Rank

#834

of 1,374 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Private Wealth Management, LLC holds $802,163 across 2 Asset Management names. AMP ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMP	Ameriprise Financial Inc This page	947	$434,445
2	BX	Blackstone Inc.	3,125	$367,718

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,445	947	+6.0%	Shares	Sole	2026-07-23
2026-03-31	$396,849	893	+9.2%	Shares	Sole	2026-05-15
2025-12-31	$401,098	818	+44.8%	Shares	Sole	2026-01-15
2025-06-30	$301,557	565	+5.2%	Shares	Sole	2025-08-11
2025-03-31	$259,967	537	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$288,577	542	-7.2%	Shares	Sole	2025-02-06
2024-09-30	$274,369	584	-1.8%	Shares	Sole	2024-11-05
2024-06-30	$254,178	595	-1.8%	Shares	Sole	2024-07-15
2024-03-31	$265,694	606	-0.7%	Shares	Sole	2024-04-23
2023-12-31	$231,696	610	+535.4%	Shares	Sole	2024-01-22
2023-09-30	$31,649	96	-64.7%	Shares	Sole	2023-10-24
2023-06-30	$90,347	272	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$83,061	271	-10.0%	Shares	Sole	2023-05-01
2022-12-31	$93,722	301	-1.6%	Shares	Sole	2023-01-19
2022-09-30	$77,096	306	-20.7%	Shares	Sole	2022-11-04
2022-06-30	$91,744	386	-3.0%	Shares	Sole	2022-07-19
2022-03-31	$119,543	398	—	Shares	Sole	2022-04-25
No filing history on record for this holder in this stock.