Amplius Wealth Advisors, LLC: STIP position timeline

Amplius Wealth Advisors, LLC held 200,597 STIP 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 200,597 shares

   Change vs previous 13F -309,704 shares

   1.5% of the 13F portfolio, value $20,493,013.

   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 ended2026-03-31

   13F 510,301 shares

   Change vs previous 13F +27,603 shares

   4.4% of the 13F portfolio, value $52,780,402.

   13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 482,698 shares

   Change vs previous 13F +13,280 shares

   4.15% of the 13F portfolio, value $49,423,418.

   13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 469,418 shares

   Change vs previous 13F +466,766 shares

   4.19% of the 13F portfolio, value $48,518,993.

   13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,652 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $272,866.

   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).