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Amplius Wealth Advisors, LLC: RECS position timeline

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

Amplius Wealth Advisors, LLC held 1,675,097 RECS 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 1,675,097 shares
    Change vs previous 13F +12,124 shares

    5.31% of the 13F portfolio, value $72,498,178.

    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 1,662,973 shares
    Change vs previous 13F +38,390 shares

    5.4% of the 13F portfolio, value $64,822,700.

    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 1,624,583 shares
    Change vs previous 13F +24,915 shares

    5.57% of the 13F portfolio, value $66,347,983.

    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 1,599,668 shares
    Change vs previous 13F +66,629 shares

    5.58% of the 13F portfolio, value $64,546,592.

    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 1,533,039 shares
    Change vs previous 13F +20,501 shares

    5.25% of the 13F portfolio, value $56,396,133.

    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 1,512,538 shares
    Change vs previous 13F +161,292 shares

    5.22% of the 13F portfolio, value $50,234,454.

    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 1,351,246 shares
    Change vs previous 13F +134,212 shares

    4.8% of the 13F portfolio, value $46,780,144.

    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 1,217,034 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $41,261,728.

    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).