Amplius Wealth Advisors, LLC: EES position timeline

Amplius Wealth Advisors, LLC held 65,656 EES 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 65,656 shares

   Change vs previous 13F -49,214 shares

   0.33% of the 13F portfolio, value $4,450,799.

   13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 114,870 shares

   Change vs previous 13F -4,520 shares

   0.56% of the 13F portfolio, value $6,668,036.

   13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 119,390 shares

   Change vs previous 13F -2,895 shares

   0.57% of the 13F portfolio, value $6,796,893.

   13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 122,285 shares

   Change vs previous 13F -22,266 shares

   0.59% of the 13F portfolio, value $6,832,069.

   13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 144,551 shares

   Change vs previous 13F not available

   0.69% of the 13F portfolio, value $7,366,314.

   13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).