Premier Path Wealth Partners, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1999925
MADISON, NJ
Position in AMP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$719,335
+$74,067 QoQ
Shares Held
1,568
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#696
of 1,373 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $7,571,265 across 10 Asset Management names. AMP ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,142 | $3,021,221 | |
| 2 | BX |
Blackstone Inc.
|
6,730 | $791,919 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
1,568 | $719,335 | |
| 4 | STT |
State Street Corp
|
3,672 | $622,771 | |
| 5 | KKR |
KKR & Co. Inc.
|
6,696 | $614,558 | |
| 6 | TROW |
Price T Rowe Group Inc
|
5,273 | $599,487 | |
| 7 | PFG |
Principal Financial Group Inc
|
4,539 | $489,213 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,532 | $299,560 |
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,335 | 1,568 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $645,268 | 1,452 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $648,229 | 1,322 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $655,818 | 1,335 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $713,063 | 1,336 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $631,763 | 1,305 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $688,431 | 1,293 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $601,826 | 1,281 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $548,084 | 1,283 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $562,518 | 1,283 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $499,096 | 1,314 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||