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Amplius Wealth Advisors, LLC: IDMO position timeline

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

Amplius Wealth Advisors, LLC held 222,327 IDMO 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 222,327 shares
    Change vs previous 13F +30,534 shares

    0.98% of the 13F portfolio, value $13,404,081.

    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 191,793 shares
    Change vs previous 13F +22,959 shares

    0.88% of the 13F portfolio, value $10,517,954.

    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 168,834 shares
    Change vs previous 13F +8,365 shares

    0.79% of the 13F portfolio, value $9,382,079.

    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 160,469 shares
    Change vs previous 13F +15,122 shares

    0.75% of the 13F portfolio, value $8,663,744.

    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 145,347 shares
    Change vs previous 13F +9,589 shares

    0.69% of the 13F portfolio, value $7,447,573.

    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 135,758 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,995,067.

    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).