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Amplius Wealth Advisors, LLC: ARTY position timeline

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

Amplius Wealth Advisors, LLC held 9,357 ARTY 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 9,357 shares
    Change vs previous 13F -914 shares

    0.05% of the 13F portfolio, value $712,643.

    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 10,271 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $477,918.

    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 11,271 shares
    Change vs previous 13F -6,005 shares

    0.05% of the 13F portfolio, value $543,046.

    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 17,276 shares
    Change vs previous 13F -13,850 shares

    0.07% of the 13F portfolio, value $790,904.

    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 31,126 shares
    Change vs previous 13F +9,166 shares

    0.12% of the 13F portfolio, value $1,276,174.

    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 21,960 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $690,648.

    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).