BAKER TILLY WEALTH MANAGEMENT, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1840565
MADISON, WI
Position in AMP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$551,429
+$11,483 QoQ
Shares Held
1,202
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#758
of 1,371 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. AMP ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
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|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
|
392 | $376,931 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,429 | 1,202 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $539,946 | 1,215 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $603,608 | 1,231 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $508,935 | 1,036 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $268,466 | 503 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $242,539 | 501 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $264,617 | 497 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $241,012 | 513 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $354,140 | 829 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $632,230 | 1,442 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $558,350 | 1,470 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $542,982 | 1,647 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,406,365 | 4,234 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,370,055 | 4,470 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $793,993 | 2,550 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $648,519 | 2,574 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $631,753 | 2,658 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $793,250 | 2,641 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $721,311 | 2,731 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $629,666 | 2,530 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $550,674 | 2,369 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||