Atlantic Edge Private Wealth Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 2011145 JACKSONVILLE, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,962,116

+$36,976 QoQ

Shares Held

4,277

-1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#103

of 457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $3,369,893 across 12 Asset Management names. AMP ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	4,277	$1,962,116
2	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	44,935	$731,541
3	STT	State Street Corp	2,878	$488,108
4	TPG	TPG Inc.	2,225	$90,223
5	CEF	Sprott Physical Gold & Silver Trust	850	$34,195
6	BLK	BlackRock, Inc.	21	$20,192
7	KKR	KKR & Co. Inc.	130	$11,931
8	PFG	Principal Financial Group Inc	100	$10,778

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,962,116	4,277	-1.3%	Shares	Sole	2026-07-23
2026-03-31	$1,925,140	4,332	-0.5%	Shares	Sole	2026-04-22
2025-12-31	$2,134,450	4,353	-1.7%	Shares	Sole	2026-01-27
2025-09-30	$2,175,255	4,428	-20.0%	Shares	Sole	2025-10-24
2025-06-30	$2,953,128	5,533	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$2,669,382	5,514	+0.5%	Shares	Sole	2025-04-29
2024-12-31	$2,919,846	5,484	-2.6%	Shares	Sole	2025-01-29
2024-09-30	$2,644,090	5,628	+1.4%	Shares	Sole	2024-11-06
2024-06-30	$2,372,186	5,553	+1.0%	Shares	Sole	2024-07-26
2024-03-31	$2,409,666	5,496	+3.8%	Shares	Sole	2024-05-08
2023-12-31	$2,011,959	5,297	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.