Skip to content
Disclosery

Amplius Wealth Advisors, LLC: IWD position timeline

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

Amplius Wealth Advisors, LLC held 5,987 IWD 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 5,987 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,451,428.

    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 5,987 shares
    Change vs previous 13F -263 shares

    0.11% of the 13F portfolio, value $1,279,242.

    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 6,250 shares
    Change vs previous 13F +263 shares

    0.11% of the 13F portfolio, value $1,314,625.

    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 5,987 shares
    Change vs previous 13F -1,345 shares

    0.11% of the 13F portfolio, value $1,218,893.

    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 7,332 shares
    Change vs previous 13F +1,110 shares

    0.13% of the 13F portfolio, value $1,424,094.

    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 6,222 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,170,732.

    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 6,222 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,151,879.

    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 6,222 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,180,936.

    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).