Amplius Wealth Advisors, LLC: SPSM position timeline

Amplius Wealth Advisors, LLC held 3,684 SPSM 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 3,684 shares

   Change vs previous 13F +3,684 shares

   0.02% of the 13F portfolio, value $212,456.

   13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -5,831 shares

   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).

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

3. period ended2025-03-31

   13F 5,831 shares

   Change vs previous 13F -663 shares

   0.02% of the 13F portfolio, value $237,672.

   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 6,494 shares

   Change vs previous 13F -5 shares

   0.03% of the 13F portfolio, value $291,710.

   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 6,499 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $295,769.

   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).