Skip to content
Disclosery

Amplius Wealth Advisors, LLC: AAAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Amplius Wealth Advisors, LLC on AAAA, newest first. How the timeline and the estimate are built.

Amplius Wealth Advisors, LLC held 9,090,785 AAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,090,785 shares
    Change vs previous 13F +24,960 shares

    20.28% of the 13F portfolio, value $276,768,945.

    13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, LLC
    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 9,065,825 shares
    Change vs previous 13F +118,536 shares

    20.21% of the 13F portfolio, value $242,510,816.

    13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, LLC
    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 8,947,289 shares
    Change vs previous 13F +153,259 shares

    20.52% of the 13F portfolio, value $244,634,984.

    13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, LLC
    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 8,794,030 shares
    Change vs previous 13F not available

    20.27% of the 13F portfolio, value $234,512,165.

    13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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