Great Diamond Partners, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1801112 Portland, ME

Position in AMP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,925,415

+$39,382 QoQ

Shares Held

4,197

-1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#490

of 1,371 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Great Diamond Partners, LLC holds $4,686,053 across 2 Asset Management names. AMP ranks #2 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BLK	BlackRock, Inc.	2,871	$2,760,638
2	AMP	Ameriprise Financial Inc This page	4,197	$1,925,415

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,925,415	4,197	-1.1%	Shares	Sole	2026-07-17
2026-03-31	$1,886,033	4,244	-1.9%	Shares	Sole	2026-05-12
2025-12-31	$2,121,701	4,327	-38.5%	Shares	Sole	2026-02-06
2025-09-30	$3,456,435	7,036	+3.3%	Shares	Sole	2025-10-20
2025-06-30	$3,633,633	6,808	+1.5%	Shares	Sole	2025-08-13
2025-03-31	$3,246,441	6,706	-3.7%	Shares	Sole	2025-05-13
2024-12-31	$3,706,777	6,962	-1.0%	Shares	Sole	2025-01-23
2024-09-30	$3,304,643	7,034	-10.0%	Shares	Sole	2024-10-25
2024-06-30	$3,338,917	7,816	-0.7%	Shares	Sole	2024-07-29
2024-03-31	$3,451,399	7,872	+0.6%	Shares	Sole	2024-05-08
2023-12-31	$2,972,549	7,826	+3.5%	Shares	Sole	2024-02-07
2023-09-30	$2,492,051	7,559	+1.3%	Shares	Sole	2023-10-19
2023-06-30	$2,479,574	7,465	+1.6%	Shares	Sole	2023-07-17
2023-03-31	$2,251,549	7,346	+8.1%	Shares	Sole	2023-05-04
2022-12-31	$2,116,381	6,797	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$1,710,488	6,789	+5.2%	Shares	Sole	2022-10-24
2022-06-30	$1,534,224	6,455	+1.5%	Shares	Sole	2022-07-26
2022-03-31	$1,910,890	6,362	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.