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Amplius Wealth Advisors, LLC: GCOW position timeline

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

Amplius Wealth Advisors, LLC held 37,975 GCOW 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 37,975 shares
    Change vs previous 13F -1,628 shares

    0.12% of the 13F portfolio, value $1,644,302.

    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 39,603 shares
    Change vs previous 13F -35 shares

    0.15% of the 13F portfolio, value $1,831,249.

    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 39,638 shares
    Change vs previous 13F -5,155 shares

    0.14% of the 13F portfolio, value $1,633,884.

    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 44,793 shares
    Change vs previous 13F -13,901 shares

    0.15% of the 13F portfolio, value $1,774,717.

    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 58,694 shares
    Change vs previous 13F -1,542 shares

    0.21% of the 13F portfolio, value $2,228,629.

    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 60,236 shares
    Change vs previous 13F +1,264 shares

    0.23% of the 13F portfolio, value $2,227,545.

    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 58,972 shares
    Change vs previous 13F -650 shares

    0.2% of the 13F portfolio, value $1,989,731.

    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 59,622 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,175,624.

    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).