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Amplius Wealth Advisors, LLC: IUSV position timeline

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

Amplius Wealth Advisors, LLC held 78,975 IUSV 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 78,975 shares
    Change vs previous 13F -5,646 shares

    0.64% of the 13F portfolio, value $8,699,088.

    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 84,621 shares
    Change vs previous 13F -2,649 shares

    0.72% of the 13F portfolio, value $8,652,473.

    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 87,270 shares
    Change vs previous 13F -433 shares

    0.75% of the 13F portfolio, value $8,948,633.

    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 87,703 shares
    Change vs previous 13F -33,562 shares

    0.76% of the 13F portfolio, value $8,765,868.

    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 121,265 shares
    Change vs previous 13F -86 shares

    1.07% of the 13F portfolio, value $11,475,297.

    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 121,351 shares
    Change vs previous 13F +1,307 shares

    1.16% of the 13F portfolio, value $11,199,502.

    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 120,044 shares
    Change vs previous 13F -1,775 shares

    1.14% of the 13F portfolio, value $11,114,895.

    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 121,819 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $11,632,515.

    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).