Paragon Private Wealth Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1922684
LEXINGTON, KY
Position in AMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$205,065
-$26,023 QoQ
Shares Held
447
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,086
of 1,372 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,360,405 across 3 Asset Management names. AMP ranks #3 (6.1% of the industry book) .
All Filings in AMP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,065 | 447 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $231,088 | 520 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $339,805 | 693 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $278,538 | 567 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $297,821 | 558 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $233,824 | 483 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $254,501 | 478 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $201,078 | 428 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||