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Amplius Wealth Advisors, LLC: BIV position timeline

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

Amplius Wealth Advisors, LLC held 24,174 BIV 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 24,174 shares
    Change vs previous 13F -8,390 shares

    0.14% of the 13F portfolio, value $1,854,162.

    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 32,564 shares
    Change vs previous 13F -13,527 shares

    0.21% of the 13F portfolio, value $2,513,306.

    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 46,091 shares
    Change vs previous 13F -1,036 shares

    0.3% of the 13F portfolio, value $3,589,537.

    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 47,127 shares
    Change vs previous 13F -6,722 shares

    0.32% of the 13F portfolio, value $3,680,109.

    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 53,849 shares
    Change vs previous 13F -5,117 shares

    0.39% of the 13F portfolio, value $4,164,711.

    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 58,966 shares
    Change vs previous 13F -21,189 shares

    0.47% of the 13F portfolio, value $4,515,005.

    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 80,155 shares
    Change vs previous 13F -615,920 shares

    0.61% of the 13F portfolio, value $5,989,947.

    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 696,075 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $54,546,970.

    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).