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Amplius Wealth Advisors, LLC: IOO position timeline

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

Amplius Wealth Advisors, LLC held 305,892 IOO 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 305,892 shares
    Change vs previous 13F -3,961 shares

    3.06% of the 13F portfolio, value $41,784,908.

    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 309,853 shares
    Change vs previous 13F -13,526 shares

    3.12% of the 13F portfolio, value $37,482,860.

    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 323,379 shares
    Change vs previous 13F -6,878 shares

    3.44% of the 13F portfolio, value $40,962,358.

    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 330,257 shares
    Change vs previous 13F -786,024 shares

    3.43% of the 13F portfolio, value $39,634,135.

    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 1,116,281 shares
    Change vs previous 13F -37,731 shares

    11.19% of the 13F portfolio, value $120,338,134.

    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 1,154,012 shares
    Change vs previous 13F +110,599 shares

    11.56% of the 13F portfolio, value $111,125,227.

    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 1,043,413 shares
    Change vs previous 13F +126,863 shares

    10.78% of the 13F portfolio, value $105,144,335.

    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 916,550 shares
    Change vs previous 13F not available

    9.92% of the 13F portfolio, value $90,878,709.

    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).