Amplius Wealth Advisors, LLC: MTUM position timeline

Amplius Wealth Advisors, LLC held 0 MTUM shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,693 shares

   13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,693 shares

   Change vs previous 13F +3 shares

   0.06% of the 13F portfolio, value $647,182.

   13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,690 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $543,730.

   13F-HR 0001900584-25-000003 filed by Amplius Wealth Advisors, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,690 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $556,615.

   13F-HR 0001900584-25-000002 filed by Amplius Wealth Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,690 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $545,424.

   13F-HR 0001900584-24-000006 filed by Amplius Wealth Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).