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Amplius Wealth Advisors, LLC: BOXX position timeline

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

Amplius Wealth Advisors, LLC held 227,846 BOXX 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 227,846 shares
    Change vs previous 13F +15,835 shares

    1.95% of the 13F portfolio, value $26,678,499.

    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 212,011 shares
    Change vs previous 13F +20,178 shares

    2.06% of the 13F portfolio, value $24,654,814.

    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 191,833 shares
    Change vs previous 13F +13,611 shares

    1.85% of the 13F portfolio, value $22,080,032.

    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 178,222 shares
    Change vs previous 13F +6,110 shares

    1.75% of the 13F portfolio, value $20,292,410.

    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 172,112 shares
    Change vs previous 13F +39,117 shares

    1.8% of the 13F portfolio, value $19,393,633.

    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 132,995 shares
    Change vs previous 13F +14,655 shares

    1.54% of the 13F portfolio, value $14,827,665.

    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 118,340 shares
    Change vs previous 13F +44,292 shares

    1.34% of the 13F portfolio, value $13,050,487.

    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 74,048 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $8,066,015.

    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).