Leeward Investments, LLC - MA

Position in AMP — Ameriprise Financial Inc

CIK 1923173 BOSTON, MA

Position in AMP

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

Position Value

$6,443,284

-$158,278 QoQ

Shares Held

14,045

-5.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#287

of 1,371 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $11,040,289 across 2 Asset Management names. AMP ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMP	Ameriprise Financial Inc This page	14,045	$6,443,284
2	OWL	Blue Owl Capital Inc.	525,372	$4,597,005

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,443,284	14,045	-5.5%	Shares	Sole	2026-07-30
2026-03-31	$6,601,562	14,855	-3.3%	Shares	Sole	2026-04-17
2025-12-31	$7,533,093	15,363	-5.5%	Shares	Sole	2026-02-05
2025-09-30	$7,984,777	16,254	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$8,986,412	16,837	-2.0%	Shares	Sole	2025-07-31
2025-03-31	$8,314,105	17,174	-3.4%	Shares	Sole	2025-04-29
2024-12-31	$9,462,878	17,773	-7.2%	Shares	Sole	2025-02-04
2024-09-30	$8,999,210	19,155	-57.8%	Shares	Sole	2024-10-31
2024-06-30	$19,406,814	45,429	-4.3%	Shares	Sole	2024-07-19
2024-03-31	$20,818,008	47,482	+4.0%	Shares	Sole	2024-04-19
2023-12-31	$17,344,557	45,664	-2.6%	Shares	Sole	2024-02-02
2023-09-30	$15,460,343	46,895	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$15,745,380	47,403	-5.9%	Shares	Sole	2023-07-27
2023-03-31	$15,433,501	50,354	-28.6%	Shares	Sole	2023-04-20
2022-12-31	$21,973,692	70,571	-11.4%	Shares	Sole	2023-02-02
2022-09-30	$20,067,061	79,647	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$19,087,367	80,307	-0.8%	Shares	Sole	2022-07-19
2022-03-31	$24,316,244	80,957	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.