Skip to main content

Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

ACM holding history

Aecom in every 13F filed by Amplius Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACM overviewAll 13F holders of ACMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of ACM by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,241−100.0%Sold outHolders
Q4 20252,241$213.6K<0.1%−5−0.2%ReducedHolders
Q3 20252,246$293.0K<0.1%00.0%UnchangedHolders
Q2 20252,246$253.5K<0.1%+5+0.2%AddedHolders
Q1 20252,241$207.8K<0.1%+10+0.4%AddedHolders
Q4 20242,231$238.3K<0.1%−517−18.8%ReducedHolders
Q3 20242,748$283.8K<0.1%00.0%UnchangedHolders
Q2 20242,748$242.2K<0.1%00.0%UnchangedHolders
Q1 20242,748$269.5K<0.1%00.0%UnchangedHolders
Q4 20232,748$254.0K<0.1%−3−0.1%ReducedHolders
Q3 20232,751$228.4K<0.1%−333−10.8%ReducedHolders
Q2 20233,084$261.2K<0.1%00.0%UnchangedHolders
Q1 20233,084$260.1K<0.1%+3+0.1%AddedHolders
Q4 20223,081$261.7K<0.1%+3,081NewHolders
Q2 20220$00.0%−2,748−100.0%Sold outHolders
Q1 20222,748$211.0K<0.1%00.0%UnchangedHolders
Q4 20212,748$212.0K<0.1%–No prior filingHolders