Morton Brown Family Wealth, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1909851
ALLENTOWN, PA
Position in AMP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$73,401
+$2,742 QoQ
Shares Held
160
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,159
of 1,374 holders
Holding Since
Mar 2022
18 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, 2026Morton Brown Family Wealth, LLC holds $105,975 across 8 Asset Management names. AMP ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
160 | $73,401 | |
| 2 | STT |
State Street Corp
|
112 | $18,995 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
194 | $4,956 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
116 | $3,499 | |
| 5 | RJF |
Raymond James Financial Inc
|
16 | $2,432 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
30 | $1,277 | |
| 7 | BLK |
BlackRock, Inc.
|
1 | $961 | |
| 8 | TROW |
Price T Rowe Group Inc
|
4 | $454 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,401 | 160 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $70,659 | 159 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $77,964 | 159 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $78,108 | 159 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $84,863 | 159 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $76,973 | 159 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $84,656 | 159 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $74,699 | 159 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $67,923 | 159 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $69,711 | 159 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $60,392 | 159 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $52,419 | 159 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $52,813 | 159 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $48,733 | 159 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $49,507 | 159 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $40,060 | 159 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $37,791 | 159 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $47,757 | 159 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||