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Amplius Wealth Advisors, LLC: MAXJ position timeline

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

Amplius Wealth Advisors, LLC held 24,249 MAXJ 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 24,249 shares
    Change vs previous 13F -2,003 shares

    0.05% of the 13F portfolio, value $706,373.

    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 26,252 shares
    Change vs previous 13F -2,815 shares

    0.06% of the 13F portfolio, value $739,246.

    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 29,067 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $819,524.

    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 29,067 shares
    Change vs previous 13F -13,981 shares

    0.07% of the 13F portfolio, value $815,309.

    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 43,048 shares
    Change vs previous 13F -679,927 shares

    0.11% of the 13F portfolio, value $1,183,459.

    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 722,975 shares
    Change vs previous 13F -208,292 shares

    1.94% of the 13F portfolio, value $18,646,078.

    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 931,267 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $24,339,137.

    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).