Heritage Investment Group, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 1876811
POMPANO BEACH, FL
Position in AMP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$257,364
+$8,500 QoQ
Shares Held
561
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,000
of 1,374 holders
Holding Since
Dec 2023
11 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, 2026Heritage Investment Group, Inc. holds $370,127 across 2 Asset Management names. AMP ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
561 | $257,364 | |
| 2 | OTF |
Blue Owl Technology Finance Corp.
|
10,895 | $112,763 |
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,364 | 561 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $248,864 | 560 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $275,080 | 561 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $244,151 | 497 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $265,263 | 497 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $243,991 | 504 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $289,109 | 543 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $255,106 | 543 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $231,964 | 543 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $238,072 | 543 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $244,990 | 645 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||