Douglas Lane & Associates, LLC AMP AMERIPRISE FINANCIAL INC

Ownership history in Douglas Lane & Associates, LLC  ·  16 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported AMERIPRISE FINANCIAL INC (AMP) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows AMP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in AMERIPRISE FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Douglas Lane & Associates, LLC held AMP — position size vs. price
% of Fund (quarterly)    AMP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 515 +15 +3.0% 0.00% $253K 2025-10-10 $474.63
2025 Q2 UNCHANGED 500 0% 0.00% $267K 2025-07-07 $529.35
2025 Q1 UNCHANGED 500 0% 0.00% $242K 2025-04-09 $465.23
2024 Q4 REDUCED 33.3% -8.8% 500 -250 -33.3% 0.00% $266K 2025-01-08 $524.69
2024 Q3 UNCHANGED 750 0% 0.00% $352K 2024-10-10 $480.56
2024 Q2 REDUCED 750 -12 -1.6% 0.00% $320K 2024-07-08 $416.13
2024 Q1 UNCHANGED 762 0% 0.00% $334K 2024-04-11 $410.20
2023 Q4 UNCHANGED 762 0% 0.00% $289K 2024-01-17 $360.00
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Douglas Lane & Associates, LLC and AMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning AMP?

Douglas Lane & Associates, LLC reported AMP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AMP position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for AMP was 0.00% in 2024 Q3.

What is the latest reported AMP position on this page?

The most recent filing on this page is 2025 Q3, when Douglas Lane & Associates, LLC reported 515 shares, equal to 0.00% of portfolio, with an estimated market value of $253K.

What does the chart on this AMP ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly AMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Douglas Lane & Associates, LLC time their AMP position?

Based on 13F filing dates vs. subsequent AMP price moves, Douglas Lane & Associates, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on AMP relative to SPY over the holding period was +1.9%.

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