Amplius Wealth Advisors, LLC: EZM position timeline

Amplius Wealth Advisors, LLC held 13,382 EZM 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 13,382 shares

   Change vs previous 13F -2,238 shares

   0.07% of the 13F portfolio, value $1,014,136.

   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 15,620 shares

   Change vs previous 13F +1,536 shares

   0.09% of the 13F portfolio, value $1,049,976.

   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 14,084 shares

   Change vs previous 13F -1,166 shares

   0.08% of the 13F portfolio, value $940,811.

   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 15,250 shares

   Change vs previous 13F +8,600 shares

   0.09% of the 13F portfolio, value $1,005,128.

   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 6,650 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $410,771.

   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).