Skip to content
Disclosery

Amplius Wealth Advisors, LLC: DTH position timeline

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

Amplius Wealth Advisors, LLC held 4,307 DTH 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 4,307 shares
    Change vs previous 13F -860 shares

    0.02% of the 13F portfolio, value $233,052.

    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 5,167 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $279,483.

    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 5,167 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $266,641.

    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 5,167 shares
    Change vs previous 13F -801 shares

    0.02% of the 13F portfolio, value $253,967.

    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 5,968 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $276,520.

    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 5,968 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $253,407.

    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 5,968 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $225,471.

    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 5,968 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,313.

    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).