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AMERIPRISE FINANCIAL INC: PTLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERIPRISE FINANCIAL INC on PTLC, newest first. How the timeline and the estimate are built.

AMERIPRISE FINANCIAL INC held 70,725 PTLC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,725 shares
    Change vs previous 13F -13,529 shares

    <0.01% of the 13F portfolio, value $4,120,422.

    13F-HR 0001193125-26-351426 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 84,254 shares
    Change vs previous 13F -26,823 shares

    <0.01% of the 13F portfolio, value $4,419,961.

    13F-HR/A 0001193125-26-307051 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 111,077 shares
    Change vs previous 13F -51,462 shares

    <0.01% of the 13F portfolio, value $6,173,660.

    13F-HR 0001193125-26-053888 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 162,539 shares
    Change vs previous 13F -42,198 shares

    <0.01% of the 13F portfolio, value $8,901,347.

    13F-HR 0001193125-25-282109 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 204,737 shares
    Change vs previous 13F -1,044,217 shares

    <0.01% of the 13F portfolio, value $10,390,521.

    13F-HR 0000950123-25-008173 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,248,954 shares
    Change vs previous 13F +1,083,347 shares

    0.02% of the 13F portfolio, value $64,251,429.

    13F-HR 0000950123-25-005098 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 165,607 shares
    Change vs previous 13F +13,171 shares

    <0.01% of the 13F portfolio, value $8,850,038.

    13F-HR 0000950123-25-002497 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 152,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,010,512.

    13F-HR 0000950123-24-011620 filed by AMERIPRISE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).