Skip to content
Disclosery

Amplius Wealth Advisors, LLC: ICOW position timeline

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

Amplius Wealth Advisors, LLC held 97,471 ICOW 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 97,471 shares
    Change vs previous 13F -2,146 shares

    0.3% of the 13F portfolio, value $4,057,707.

    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 99,617 shares
    Change vs previous 13F -9,185 shares

    0.35% of the 13F portfolio, value $4,227,734.

    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 108,802 shares
    Change vs previous 13F -1,798 shares

    0.35% of the 13F portfolio, value $4,208,473.

    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 110,600 shares
    Change vs previous 13F -52,702 shares

    0.35% of the 13F portfolio, value $4,028,063.

    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 163,302 shares
    Change vs previous 13F -22,362 shares

    0.52% of the 13F portfolio, value $5,557,182.

    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 185,664 shares
    Change vs previous 13F -656,938 shares

    0.61% of the 13F portfolio, value $5,831,694.

    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 842,602 shares
    Change vs previous 13F -122,819 shares

    2.52% of the 13F portfolio, value $24,595,564.

    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 965,421 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $30,539,345.

    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).