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Amplius Wealth Advisors, LLC: BX position timeline

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

Amplius Wealth Advisors, LLC held 129,420 BX 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 129,420 shares
    Change vs previous 13F +724 shares

    1.12% of the 13F portfolio, value $15,228,877.

    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 128,696 shares
    Change vs previous 13F +1,870 shares

    1.23% of the 13F portfolio, value $14,798,720.

    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 126,826 shares
    Change vs previous 13F +1,005 shares

    1.64% of the 13F portfolio, value $19,548,917.

    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 125,821 shares
    Change vs previous 13F -2,720 shares

    1.86% of the 13F portfolio, value $21,496,598.

    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 128,541 shares
    Change vs previous 13F +1,069 shares

    1.79% of the 13F portfolio, value $19,227,164.

    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 127,472 shares
    Change vs previous 13F -430 shares

    1.85% of the 13F portfolio, value $17,818,037.

    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 127,902 shares
    Change vs previous 13F -1,012 shares

    2.26% of the 13F portfolio, value $22,052,864.

    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 128,914 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $19,740,602.

    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).