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Amplius Wealth Advisors, LLC: CPSM position timeline

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

Amplius Wealth Advisors, LLC held 73,632 CPSM 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 73,632 shares
    Change vs previous 13F -9,231 shares

    0.16% of the 13F portfolio, value $2,154,314.

    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 82,863 shares
    Change vs previous 13F -18,368 shares

    0.2% of the 13F portfolio, value $2,391,042.

    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 101,231 shares
    Change vs previous 13F -3,988 shares

    0.24% of the 13F portfolio, value $2,897,732.

    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 105,219 shares
    Change vs previous 13F -46,566 shares

    0.26% of the 13F portfolio, value $2,976,619.

    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 151,785 shares
    Change vs previous 13F -254,615 shares

    0.39% of the 13F portfolio, value $4,229,484.

    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 406,400 shares
    Change vs previous 13F -43,561 shares

    1.14% of the 13F portfolio, value $10,925,450.

    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 449,961 shares
    Change vs previous 13F -78,367 shares

    1.23% of the 13F portfolio, value $12,013,954.

    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 528,328 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $13,924,178.

    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).