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Amplius Wealth Advisors, LLC: JMUB position timeline

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

Amplius Wealth Advisors, LLC held 470,566 JMUB 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 470,566 shares
    Change vs previous 13F +85,964 shares

    1.75% of the 13F portfolio, value $23,836,529.

    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 384,602 shares
    Change vs previous 13F +50,744 shares

    1.6% of the 13F portfolio, value $19,226,258.

    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 333,858 shares
    Change vs previous 13F +36,343 shares

    1.41% of the 13F portfolio, value $16,859,819.

    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 297,515 shares
    Change vs previous 13F +64,042 shares

    1.3% of the 13F portfolio, value $15,015,592.

    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 233,473 shares
    Change vs previous 13F -26,495 shares

    1.08% of the 13F portfolio, value $11,589,601.

    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 259,968 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $12,998,422.

    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).