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Amplius Wealth Advisors, LLC: AVEM position timeline

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

Amplius Wealth Advisors, LLC held 362,842 AVEM 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 362,842 shares
    Change vs previous 13F -23,955 shares

    2.57% of the 13F portfolio, value $35,010,622.

    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 386,797 shares
    Change vs previous 13F -20,628 shares

    2.6% of the 13F portfolio, value $31,168,099.

    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 407,425 shares
    Change vs previous 13F +6,015 shares

    2.63% of the 13F portfolio, value $31,379,856.

    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 401,410 shares
    Change vs previous 13F +3,712 shares

    2.61% of the 13F portfolio, value $30,149,869.

    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 397,698 shares
    Change vs previous 13F +13,307 shares

    2.54% of the 13F portfolio, value $27,257,278.

    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 384,391 shares
    Change vs previous 13F +108,450 shares

    2.41% of the 13F portfolio, value $23,129,888.

    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 275,941 shares
    Change vs previous 13F +80,664 shares

    1.66% of the 13F portfolio, value $16,222,599.

    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 195,277 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $12,614,983.

    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).