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Amplius Wealth Advisors, LLC: OEF position timeline

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

Amplius Wealth Advisors, LLC held 74,084 OEF 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 74,084 shares
    Change vs previous 13F -2,470 shares

    1.99% of the 13F portfolio, value $27,104,973.

    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 76,554 shares
    Change vs previous 13F +2,562 shares

    2.03% of the 13F portfolio, value $24,349,512.

    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 73,992 shares
    Change vs previous 13F -259 shares

    2.13% of the 13F portfolio, value $25,377,165.

    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 74,251 shares
    Change vs previous 13F -53,101 shares

    2.14% of the 13F portfolio, value $24,713,709.

    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 127,352 shares
    Change vs previous 13F +32,934 shares

    3.61% of the 13F portfolio, value $38,758,458.

    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 94,418 shares
    Change vs previous 13F +863 shares

    2.66% of the 13F portfolio, value $25,571,185.

    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 93,555 shares
    Change vs previous 13F +2,667 shares

    2.77% of the 13F portfolio, value $27,023,417.

    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 90,888 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $25,154,144.

    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).