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Amplius Wealth Advisors, LLC: BIZD position timeline

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

Amplius Wealth Advisors, LLC held 1,033,780 BIZD 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 1,033,780 shares
    Change vs previous 13F +18,593 shares

    0.96% of the 13F portfolio, value $13,087,655.

    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 1,015,187 shares
    Change vs previous 13F +910,861 shares

    1.08% of the 13F portfolio, value $12,994,392.

    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 104,326 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,479,341.

    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).