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Amplius Wealth Advisors, LLC: CGIC position timeline

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

Amplius Wealth Advisors, LLC held 994,569 CGIC 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 994,569 shares
    Change vs previous 13F +2,188 shares

    2.65% of the 13F portfolio, value $36,192,349.

    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 992,381 shares
    Change vs previous 13F -40,285 shares

    2.74% of the 13F portfolio, value $32,857,719.

    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 1,032,666 shares
    Change vs previous 13F +16,415 shares

    2.82% of the 13F portfolio, value $33,561,630.

    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 1,016,251 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $31,310,693.

    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).