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Amplius Wealth Advisors, LLC: DIA position timeline

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

Amplius Wealth Advisors, LLC held 25,941 DIA 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 25,941 shares
    Change vs previous 13F -375 shares

    0.99% of the 13F portfolio, value $13,551,212.

    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 26,316 shares
    Change vs previous 13F +1,147 shares

    1.02% of the 13F portfolio, value $12,189,509.

    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 25,169 shares
    Change vs previous 13F -362 shares

    1.01% of the 13F portfolio, value $12,095,297.

    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 25,531 shares
    Change vs previous 13F -2,284 shares

    1.02% of the 13F portfolio, value $11,839,807.

    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 27,815 shares
    Change vs previous 13F -2,168 shares

    1.14% of the 13F portfolio, value $12,256,573.

    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 29,983 shares
    Change vs previous 13F +76 shares

    1.31% of the 13F portfolio, value $12,589,116.

    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 29,907 shares
    Change vs previous 13F +1,397 shares

    1.3% of the 13F portfolio, value $12,725,464.

    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 28,510 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $12,062,997.

    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).