Skip to content
Disclosery

Amplius Wealth Advisors, LLC: XCEM position timeline

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

Amplius Wealth Advisors, LLC held 14,362 XCEM 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 14,362 shares
    Change vs previous 13F +2,440 shares

    0.06% of the 13F portfolio, value $759,463.

    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 11,922 shares
    Change vs previous 13F -1,746 shares

    0.04% of the 13F portfolio, value $486,537.

    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 13,668 shares
    Change vs previous 13F -1,703 shares

    0.04% of the 13F portfolio, value $524,304.

    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 15,371 shares
    Change vs previous 13F +1,904 shares

    0.05% of the 13F portfolio, value $558,428.

    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 13,467 shares
    Change vs previous 13F -9,723 shares

    0.04% of the 13F portfolio, value $460,302.

    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 23,190 shares
    Change vs previous 13F +5,425 shares

    0.07% of the 13F portfolio, value $684,917.

    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 17,765 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $525,844.

    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).