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Amplius Wealth Advisors, LLC: XTWO position timeline

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

Amplius Wealth Advisors, LLC held 39,014 XTWO 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 39,014 shares
    Change vs previous 13F -10,080 shares

    0.14% of the 13F portfolio, value $1,909,714.

    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 49,094 shares
    Change vs previous 13F -10,886 shares

    0.2% of the 13F portfolio, value $2,420,043.

    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 59,980 shares
    Change vs previous 13F -1,323 shares

    0.25% of the 13F portfolio, value $2,967,208.

    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 61,303 shares
    Change vs previous 13F -18,937 shares

    0.26% of the 13F portfolio, value $3,038,445.

    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 80,240 shares
    Change vs previous 13F -8,489 shares

    0.37% of the 13F portfolio, value $3,975,481.

    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 88,729 shares
    Change vs previous 13F -952,448 shares

    0.46% of the 13F portfolio, value $4,389,599.

    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 1,041,177 shares
    Change vs previous 13F -37,144 shares

    5.24% of the 13F portfolio, value $51,100,985.

    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 1,078,321 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $53,782,083.

    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).