Warner Group LLC

Position in AMP — Ameriprise Financial Inc

CIK 2073617 MADISON, CT

Position in AMP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$345,905

+$113,544 QoQ

Shares Held

754

+59.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#906

of 1,372 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Warner Group LLC holds $1,822,276 across 4 Asset Management names. AMP ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	7,384	$868,875
2	DNP	Dnp Select Income Fund Inc	45,874	$494,980
3	AMP	Ameriprise Financial Inc This page	754	$345,905
4	USA	Liberty All Star Equity Fund	19,366	$112,516

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,905	754	+59.4%	Shares	Sole	2026-07-27
2025-09-30	$232,361	473	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.