WealthPlan Investment Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1929986 OMAHA, NE

Position in AMP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$378,017

+$21,164 QoQ

Shares Held

824

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#878

of 1,372 holders

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,428,150 across 5 Asset Management names. AMP ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	17,762	$2,090,054
2	ARCC	Ares Capital Corp	25,320	$469,179
3	AMP	Ameriprise Financial Inc This page	824	$378,017
4	KKR	KKR & Co. Inc.	3,804	$349,130
5	FSCO	FS Credit Opportunities Corp.	28,411	$141,770

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,017	824	+2.6%	Shares	Sole	2026-07-28
2026-03-31	$356,853	803	+2988.5%	Shares	Sole	2026-04-29
2023-03-31	$7,969	26	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.