Ameriprise Financial, Inc.
IT ˙ BIT ˙ US03076C1062
376,40 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityIT:1AMP / Ameriprise Financial, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,308 shares
Latest Disclosed Value $ 1,025,843
EverSource Wealth Advisors, LLC reports 26.05% increase in ownership of 1AMP / Ameriprise Financial, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,308 shares of Ameriprise Financial, Inc. (IT:1AMP) valued at $868,500 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,831 shares of Ameriprise Financial, Inc.. This represents a change in shares of 26.05% during the quarter. The current value of the position is $868,731 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 AMERIPRISE FINL INC COM Stock 03076C106 2,308 477 26.05 1,026 14.14 0.0048
2026-05-14 2026-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 2,563 732 96 0.0005
2026-02-06 2025-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,831 486 36.13 898 36.06 0.0330
2025-11-10 2025-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,345 -24 -1.75 660 -9.71 0.0261
2025-08-13 2025-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,369 226 19.77 731 32.19 0.0330
2025-05-13 2025-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,143 111 10.76 553 0.73 0.0304
2025-02-10 2024-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 1,032 13 1.28 549 14.85 0.0309
2024-11-08 2024-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 1,019 21 2.10 479 11.42 0.0303
2024-08-13 2024-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 998 304 43.80 430 50.53 0.0285
2024-06-11 2024-03-31 13F/A-1 AMERIPRISE FINL INC COM Stock 03076C106 694 5 0.73 286 9.20 0.0225
2024-05-13 2024-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 689 0 262 0.0093
2024-02-09 2023-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 689 18 2.68 262 18.10 0.0240
2023-11-03 2023-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 671 -51 -7.06 221 -7.53 0.0235
2023-08-04 2023-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 722 57 8.57 240 17.73 0.0264
2023-05-11 2023-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 665 -28 -4.04 204 -5.58 0.0254
2023-02-09 2022-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 693 -111 -13.81 216 6.44 0.0327
2022-11-07 2022-09-30 13F AMERIPRISE FINL INC COM Stock 03076C106 804 -98 -10.86 202 -5.61 0.0462
2022-08-01 2022-06-30 13F AMERIPRISE FINL INC COM Stock 03076C106 902 60 7.13 214 -15.42 0.0552
2022-05-25 2022-03-31 13F AMERIPRISE FINL INC COM Stock 03076C106 842 24 2.93 253 2.43 0.0642
2022-02-17 2021-12-31 13F/A-1 AMERIPRISE FINL INC COM Stock 03076C106 818 818 247 0.0692
2022-02-07 2021-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 818 818 247 0.0692
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.