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Amplius Wealth Advisors, LLC: BUFR position timeline

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

Amplius Wealth Advisors, LLC held 70,158 BUFR 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 70,158 shares
    Change vs previous 13F -21,689 shares

    0.19% of the 13F portfolio, value $2,562,884.

    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 91,847 shares
    Change vs previous 13F -22,593 shares

    0.26% of the 13F portfolio, value $3,101,685.

    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 114,440 shares
    Change vs previous 13F -15,754 shares

    0.33% of the 13F portfolio, value $3,920,726.

    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 130,194 shares
    Change vs previous 13F -853,137 shares

    0.38% of the 13F portfolio, value $4,351,095.

    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 983,331 shares
    Change vs previous 13F -8,727 shares

    2.91% of the 13F portfolio, value $31,268,977.

    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 992,058 shares
    Change vs previous 13F -155,220 shares

    3.06% of the 13F portfolio, value $29,455,038.

    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 1,147,278 shares
    Change vs previous 13F +138,970 shares

    3.58% of the 13F portfolio, value $34,957,567.

    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 1,008,308 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $30,137,985.

    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).