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Amplius Wealth Advisors, LLC: BTT position timeline

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

Amplius Wealth Advisors, LLC held 100,344 BTT 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 100,344 shares
    Change vs previous 13F -3,237 shares

    0.17% of the 13F portfolio, value $2,282,819.

    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 103,581 shares
    Change vs previous 13F -1,126 shares

    0.2% of the 13F portfolio, value $2,351,299.

    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 104,707 shares
    Change vs previous 13F +43 shares

    0.2% of the 13F portfolio, value $2,389,423.

    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 104,664 shares
    Change vs previous 13F -146 shares

    0.2% of the 13F portfolio, value $2,350,762.

    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 104,810 shares
    Change vs previous 13F -400 shares

    0.21% of the 13F portfolio, value $2,294,285.

    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 105,210 shares
    Change vs previous 13F -2,777 shares

    0.23% of the 13F portfolio, value $2,233,604.

    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 107,987 shares
    Change vs previous 13F -15,930 shares

    0.23% of the 13F portfolio, value $2,223,462.

    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 123,917 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,679,090.

    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).