Prentice Wealth Management LLC

Position in AMP — Ameriprise Financial Inc

CIK 1864229 Rochester, NY

Position in AMP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,231,311

+$31,876 QoQ

Shares Held

2,684

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#581

of 1,371 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prentice Wealth Management LLC holds $2,548,541 across 4 Asset Management names. AMP ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	2,684	$1,231,311
2	BX	Blackstone Inc.	6,787	$798,626
3	BLK	BlackRock, Inc.	281	$270,198
4	CG	Carlyle Group Inc.	5,899	$248,406

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,231,311	2,684	-0.6%	Shares	Sole	2026-07-15
2026-03-31	$1,199,435	2,699	-2.9%	Shares	Sole	2026-04-17
2025-12-31	$1,363,145	2,780	-3.5%	Shares	Sole	2026-01-30
2025-09-30	$1,415,782	2,882	-6.6%	Shares	Sole	2025-10-09
2025-06-30	$1,646,557	3,085	-4.4%	Shares	Sole	2025-07-31
2025-03-31	$1,562,707	3,228	-7.3%	Shares	Sole	2025-04-17
2024-12-31	$1,853,921	3,482	-3.9%	Shares	Sole	2025-02-03
2024-09-30	$1,701,651	3,622	-1.3%	Shares	Sole	2024-10-07
2024-06-30	$1,567,787	3,670	-1.1%	Shares	Sole	2024-07-11
2024-03-31	$1,626,612	3,710	+0.5%	Shares	Sole	2024-04-15
2023-12-31	$1,401,952	3,691	+1.6%	Shares	Sole	2024-01-11
2023-09-30	$1,198,057	3,634	-2.4%	Shares	Sole	2023-10-16
2023-06-30	$1,236,631	3,723	-0.3%	Shares	Sole	2023-07-06
2023-03-31	$1,144,777	3,735	-5.6%	Shares	Sole	2023-04-14
2022-12-31	$1,231,468	3,955	-3.0%	Shares	Sole	2023-01-18
2022-09-30	$1,027,200	4,077	+1.4%	Shares	Sole	2022-10-19
2022-06-30	$955,711	4,021	+4.3%	Shares	Sole	2022-07-28
2022-03-31	$1,158,188	3,856	+0.3%	Shares	Sole	2022-10-31
2021-12-31	$1,159,279	3,843	-1.1%	Shares	Sole	2022-10-31
2021-09-30	$1,026,106	3,885	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$963,912	3,873	+1.0%	Shares	Sole	2021-08-11
2021-03-31	$891,445	3,835	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.