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Amplius Wealth Advisors, LLC: JHMM position timeline

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

Amplius Wealth Advisors, LLC held 685,861 JHMM 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 685,861 shares
    Change vs previous 13F +14,952 shares

    3.77% of the 13F portfolio, value $51,412,129.

    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 670,909 shares
    Change vs previous 13F -1,851 shares

    3.75% of the 13F portfolio, value $45,031,424.

    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 672,760 shares
    Change vs previous 13F +14,113 shares

    3.7% of the 13F portfolio, value $44,052,303.

    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 658,647 shares
    Change vs previous 13F +30,128 shares

    3.68% of the 13F portfolio, value $42,607,897.

    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 628,519 shares
    Change vs previous 13F +11,603 shares

    3.57% of the 13F portfolio, value $38,420,019.

    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 616,916 shares
    Change vs previous 13F +56,650 shares

    3.68% of the 13F portfolio, value $35,350,207.

    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 560,266 shares
    Change vs previous 13F -21,393 shares

    3.43% of the 13F portfolio, value $33,464,688.

    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 581,659 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $35,011,131.

    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).