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Amplius Wealth Advisors, LLC: MMIT position timeline

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

Amplius Wealth Advisors, LLC held 12,141 MMIT 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 12,141 shares
    Change vs previous 13F -3,918 shares

    0.02% of the 13F portfolio, value $295,633.

    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 16,059 shares
    Change vs previous 13F -1,243 shares

    0.03% of the 13F portfolio, value $387,102.

    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 17,302 shares
    Change vs previous 13F -753 shares

    0.04% of the 13F portfolio, value $420,958.

    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 18,055 shares
    Change vs previous 13F -2,037 shares

    0.04% of the 13F portfolio, value $438,737.

    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 20,092 shares
    Change vs previous 13F -7,593 shares

    0.04% of the 13F portfolio, value $479,194.

    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 27,685 shares
    Change vs previous 13F -11,190 shares

    0.07% of the 13F portfolio, value $663,609.

    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 38,875 shares
    Change vs previous 13F -2,039 shares

    0.1% of the 13F portfolio, value $933,389.

    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 40,914 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,006,484.

    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).