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Amplius Wealth Advisors, LLC: TMFC position timeline

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

Amplius Wealth Advisors, LLC held 936,549 TMFC 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 936,549 shares
    Change vs previous 13F -32,615 shares

    5.23% of the 13F portfolio, value $71,327,552.

    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 969,164 shares
    Change vs previous 13F +54,949 shares

    5.33% of the 13F portfolio, value $63,935,762.

    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 914,215 shares
    Change vs previous 13F +12,031 shares

    5.5% of the 13F portfolio, value $65,613,225.

    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 902,184 shares
    Change vs previous 13F +29,151 shares

    5.5% of the 13F portfolio, value $63,631,014.

    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 873,033 shares
    Change vs previous 13F -28,494 shares

    5.24% of the 13F portfolio, value $56,314,536.

    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 901,527 shares
    Change vs previous 13F +97,981 shares

    5.22% of the 13F portfolio, value $50,147,857.

    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 803,546 shares
    Change vs previous 13F +62,166 shares

    4.95% of the 13F portfolio, value $48,309,203.

    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 741,380 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $41,692,796.

    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).