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Amplius Wealth Advisors, LLC: IUSG position timeline

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

Amplius Wealth Advisors, LLC held 41,305 IUSG 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 41,305 shares
    Change vs previous 13F -990 shares

    0.57% of the 13F portfolio, value $7,769,094.

    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 42,295 shares
    Change vs previous 13F -234 shares

    0.55% of the 13F portfolio, value $6,560,403.

    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 42,529 shares
    Change vs previous 13F -1,069 shares

    0.6% of the 13F portfolio, value $7,142,385.

    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 43,598 shares
    Change vs previous 13F -75,079 shares

    0.62% of the 13F portfolio, value $7,173,588.

    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 118,677 shares
    Change vs previous 13F -587 shares

    1.66% of the 13F portfolio, value $17,842,511.

    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 119,264 shares
    Change vs previous 13F -563 shares

    1.58% of the 13F portfolio, value $15,156,112.

    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 119,827 shares
    Change vs previous 13F +1,259 shares

    1.71% of the 13F portfolio, value $16,695,967.

    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 118,568 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $15,640,242.

    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).