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Amplius Wealth Advisors, LLC: CMCSA position timeline

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

Amplius Wealth Advisors, LLC held 90,783 CMCSA 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 90,783 shares
    Change vs previous 13F -52 shares

    0.16% of the 13F portfolio, value $2,228,721.

    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 90,835 shares
    Change vs previous 13F +336 shares

    0.22% of the 13F portfolio, value $2,607,867.

    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 90,499 shares
    Change vs previous 13F -1,756 shares

    0.23% of the 13F portfolio, value $2,705,015.

    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 92,255 shares
    Change vs previous 13F -3,462 shares

    0.25% of the 13F portfolio, value $2,898,652.

    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 95,717 shares
    Change vs previous 13F -447 shares

    0.32% of the 13F portfolio, value $3,416,140.

    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 96,164 shares
    Change vs previous 13F -1,971 shares

    0.37% of the 13F portfolio, value $3,548,452.

    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 98,135 shares
    Change vs previous 13F -273 shares

    0.38% of the 13F portfolio, value $3,683,007.

    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 98,408 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,110,502.

    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).