Sterling Wealth Management, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 2011149
Champaign, IL
Position in AMP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$468,852
+$14,676 QoQ
Shares Held
1,022
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#808
of 1,371 holders
Holding Since
Dec 2023
10 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, 2026Sterling Wealth Management, Inc. holds $468,852 across 1 Asset Management name. AMP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
1,022 | $468,852 |
All Filings in AMP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,852 | 1,022 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $454,176 | 1,022 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $500,637 | 1,021 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $502,057 | 1,022 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $545,472 | 1,022 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $543,078 | 1,020 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $479,206 | 1,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $435,733 | 1,020 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $447,208 | 1,020 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387,426 | 1,020 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||