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Amplius Wealth Advisors, LLC: IXUS position timeline

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

Amplius Wealth Advisors, LLC held 39,818 IXUS 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 39,818 shares
    Change vs previous 13F -2,036 shares

    0.28% of the 13F portfolio, value $3,800,268.

    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 41,854 shares
    Change vs previous 13F +299 shares

    0.3% of the 13F portfolio, value $3,626,244.

    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 41,555 shares
    Change vs previous 13F -10 shares

    0.3% of the 13F portfolio, value $3,517,228.

    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 41,565 shares
    Change vs previous 13F -15,246 shares

    0.3% of the 13F portfolio, value $3,432,450.

    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 56,811 shares
    Change vs previous 13F +16,290 shares

    0.41% of the 13F portfolio, value $4,391,401.

    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 40,521 shares
    Change vs previous 13F -1,670 shares

    0.29% of the 13F portfolio, value $2,828,794.

    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 42,191 shares
    Change vs previous 13F -4,793 shares

    0.29% of the 13F portfolio, value $2,791,208.

    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 46,984 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,412,430.

    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).