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BIRCH FINANCIAL GROUP, LLC → AMP
BIRCH FINANCIAL GROUP, LLC AMP Position History
Ameriprise Financial, Inc. • Financial Services
Quarters held
8
Latest value
$5M
Q3 2026
Peak value
$5.4M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $5.3M |
| Q1 2025 | $4.9M |
| Q2 2025 | $5.4M |
| Q3 2025 | $5M |
| Q4 2025 | $5M |
| Q1 2026 | $4.5M |
| Q2 2026 | $4.7M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 10.1K | — | — |
| Q2 2026 | $4.7M | 10.1K | — | — |
| Q1 2026 | $4.5M | 10.2K | — | — |
| Q4 2025 | $5M | 10.1K | — | — |
| Q3 2025 | $5M | 10.1K | — | — |
| Q2 2025 | $5.4M | 10.1K | — | — |
| Q1 2025 | $4.9M | 10.0K | — | — |
| Q4 2024 | $5.3M | 10.0K | — | — |