Prosperity Consulting Group, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1910398
OWINGS MILLS, MD
Position in AMP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$200,424
-$23,171 QoQ
Shares Held
451
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 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, 2026Prosperity Consulting Group, LLC holds $16,931,277 across 17 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
774,470 | $7,597,550 | |
| 2 | ARES |
Ares Management Corp
|
26,913 | $2,995,686 | |
| 3 | BX |
Blackstone Inc.
|
10,860 | $1,277,896 | |
| 4 | BLK |
BlackRock, Inc.
|
1,205 | $1,158,679 | |
| 5 | PFG |
Principal Financial Group Inc
|
8,133 | $876,574 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
24,141 | $384,566 | |
| 7 | ARCC |
Ares Capital Corp
|
17,559 | $325,368 | |
| 8 | STT |
State Street Corp
|
1,688 | $286,284 |
All Filings in AMP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,424 | 451 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $223,595 | 456 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $218,295 | 409 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,048,582 | 2,166 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,110,648 | 2,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $962,170 | 2,048 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $891,118 | 2,086 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $875,564 | 1,997 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $733,451 | 1,931 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $621,446 | 1,885 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $615,160 | 1,852 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $567,638 | 1,852 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $576,657 | 1,852 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $466,611 | 1,852 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||