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Amplius Wealth Advisors, LLC: BCAT position timeline

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

Amplius Wealth Advisors, LLC held 35,290 BCAT 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 35,290 shares
    Change vs previous 13F -331 shares

    0.04% of the 13F portfolio, value $562,164.

    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 35,621 shares
    Change vs previous 13F +1,744 shares

    0.04% of the 13F portfolio, value $503,320.

    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 33,877 shares
    Change vs previous 13F +1,700 shares

    0.04% of the 13F portfolio, value $479,692.

    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 32,177 shares
    Change vs previous 13F +1,601 shares

    0.04% of the 13F portfolio, value $475,899.

    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 30,576 shares
    Change vs previous 13F +1,571 shares

    0.04% of the 13F portfolio, value $462,928.

    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 29,005 shares
    Change vs previous 13F +1,492 shares

    0.04% of the 13F portfolio, value $417,678.

    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 27,513 shares
    Change vs previous 13F -1,152 shares

    0.04% of the 13F portfolio, value $416,816.

    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 28,665 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $471,547.

    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).