Skip to content
Disclosery

Amplius Wealth Advisors, LLC: PVAL position timeline

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

Amplius Wealth Advisors, LLC held 2,038,034 PVAL 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 2,038,034 shares
    Change vs previous 13F +59,578 shares

    7.61% of the 13F portfolio, value $103,837,811.

    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 1,978,456 shares
    Change vs previous 13F -61,307 shares

    7.65% of the 13F portfolio, value $91,800,358.

    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 2,039,763 shares
    Change vs previous 13F +32,925 shares

    7.8% of the 13F portfolio, value $92,952,023.

    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 2,006,838 shares
    Change vs previous 13F +51,276 shares

    7.41% of the 13F portfolio, value $85,732,139.

    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 1,955,562 shares
    Change vs previous 13F +71,604 shares

    7.32% of the 13F portfolio, value $78,668,759.

    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 1,883,958 shares
    Change vs previous 13F +156,167 shares

    7.46% of the 13F portfolio, value $71,740,675.

    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 1,727,791 shares
    Change vs previous 13F +161,154 shares

    6.58% of the 13F portfolio, value $64,135,593.

    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 1,566,637 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $59,433,014.

    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).