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Amplius Wealth Advisors, LLC: USTB position timeline

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

Amplius Wealth Advisors, LLC held 790,733 USTB 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 790,733 shares
    Change vs previous 13F +57,397 shares

    2.93% of the 13F portfolio, value $40,026,902.

    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 733,336 shares
    Change vs previous 13F -36,301 shares

    3.09% of the 13F portfolio, value $37,092,125.

    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 769,637 shares
    Change vs previous 13F +6,744 shares

    3.28% of the 13F portfolio, value $39,128,347.

    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 762,893 shares
    Change vs previous 13F +90,135 shares

    3.36% of the 13F portfolio, value $38,899,931.

    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 672,758 shares
    Change vs previous 13F +49,026 shares

    3.18% of the 13F portfolio, value $34,188,936.

    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 623,732 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $31,591,884.

    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).