Skip to content
Disclosery

Amplius Wealth Advisors, LLC: CPSL position timeline

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

Amplius Wealth Advisors, LLC held 73,449 CPSL 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 73,449 shares
    Change vs previous 13F -2,799 shares

    0.15% of the 13F portfolio, value $2,050,696.

    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 76,248 shares
    Change vs previous 13F -2,891 shares

    0.17% of the 13F portfolio, value $2,076,538.

    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 79,139 shares
    Change vs previous 13F -6,356 shares

    0.18% of the 13F portfolio, value $2,152,897.

    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 85,495 shares
    Change vs previous 13F -753,598 shares

    0.2% of the 13F portfolio, value $2,295,541.

    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 839,093 shares
    Change vs previous 13F +817,956 shares

    2.05% of the 13F portfolio, value $22,076,528.

    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 21,137 shares
    Change vs previous 13F -7,000 shares

    0.06% of the 13F portfolio, value $537,522.

    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 28,137 shares
    Change vs previous 13F +18,000 shares

    0.07% of the 13F portfolio, value $719,182.

    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 10,137 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,823.

    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).