Skip to content
Disclosery

Amplius Wealth Advisors, LLC: MUST position timeline

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

Amplius Wealth Advisors, LLC held 107,120 MUST 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 107,120 shares
    Change vs previous 13F +8,889 shares

    0.16% of the 13F portfolio, value $2,228,104.

    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 98,231 shares
    Change vs previous 13F +10,079 shares

    0.17% of the 13F portfolio, value $2,014,725.

    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 88,152 shares
    Change vs previous 13F -3,533 shares

    0.15% of the 13F portfolio, value $1,816,804.

    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 91,685 shares
    Change vs previous 13F -16,785 shares

    0.16% of the 13F portfolio, value $1,882,300.

    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 108,470 shares
    Change vs previous 13F +11,605 shares

    0.2% of the 13F portfolio, value $2,182,408.

    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 96,865 shares
    Change vs previous 13F -542,583 shares

    0.2% of the 13F portfolio, value $1,950,387.

    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 639,448 shares
    Change vs previous 13F +76,940 shares

    1.33% of the 13F portfolio, value $12,987,198.

    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 562,508 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $11,688,921.

    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).