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Amplius Wealth Advisors, LLC: HTAB position timeline

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

Amplius Wealth Advisors, LLC held 13,579 HTAB 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 13,579 shares
    Change vs previous 13F -15,027 shares

    0.02% of the 13F portfolio, value $260,479.

    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 28,606 shares
    Change vs previous 13F -8,584 shares

    0.05% of the 13F portfolio, value $543,513.

    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 37,190 shares
    Change vs previous 13F -10,823 shares

    0.06% of the 13F portfolio, value $712,184.

    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 48,013 shares
    Change vs previous 13F -1,818,870 shares

    0.08% of the 13F portfolio, value $918,485.

    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 1,866,883 shares
    Change vs previous 13F +180,524 shares

    3.25% of the 13F portfolio, value $34,929,155.

    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 1,686,359 shares
    Change vs previous 13F -88,814 shares

    3.36% of the 13F portfolio, value $32,328,309.

    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 1,775,173 shares
    Change vs previous 13F +1,019,668 shares

    3.52% of the 13F portfolio, value $34,367,343.

    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 755,505 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $14,966,220.

    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).