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Amplius Wealth Advisors, LLC: ACWI position timeline

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

Amplius Wealth Advisors, LLC held 85,773 ACWI 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 85,773 shares
    Change vs previous 13F -661 shares

    0.99% of the 13F portfolio, value $13,463,843.

    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 86,434 shares
    Change vs previous 13F -4 shares

    1% of the 13F portfolio, value $11,959,859.

    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 86,438 shares
    Change vs previous 13F +5,230 shares

    1.03% of the 13F portfolio, value $12,230,099.

    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 81,208 shares
    Change vs previous 13F -25,217 shares

    0.97% of the 13F portfolio, value $11,226,181.

    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).

  5. period ended2025-06-30
    13F 106,425 shares
    Change vs previous 13F +35,988 shares

    1.27% of the 13F portfolio, value $13,686,304.

    13F-HR 0001900584-25-000005 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).

  6. period ended2025-03-31
    13F 70,437 shares
    Change vs previous 13F -369 shares

    0.85% of the 13F portfolio, value $8,198,198.

    13F-HR 0001900584-25-000003 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).

  7. period ended2024-12-31
    13F 70,806 shares
    Change vs previous 13F +6,558 shares

    0.85% of the 13F portfolio, value $8,319,741.

    13F-HR 0001900584-25-000002 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).

  8. period ended2024-09-30
    13F 64,248 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $7,680,839.

    13F-HR 0001900584-24-000006 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).