Amplius Wealth Advisors, LLC
- SEC CIK
- 0001900584
- Latest filing
- Jul 17, 2026
AMG holding history
Affiliated Managers Group, Inc. 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.
AMG overviewAll 13F holders of AMGFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,766
- Value
- $7.37M
- % of portfolio
- 0.5%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,766 | $7.37M | 0.5% | +2,150+11.0% | Added | Holders |
| Q1 2026 | 19,616 | $5.43M | 0.5% | +30.0% | Added | Holders |
| Q4 2025 | 19,613 | $5.65M | 0.5% | +17+0.1% | Added | Holders |
| Q3 2025 | 19,596 | $4.67M | 0.4% | 00.0% | Unchanged | Holders |
| Q2 2025 | 19,596 | $3.86M | 0.4% | +2,401+14.0% | Added | Holders |
| Q1 2025 | 17,195 | $2.89M | 0.3% | −40.0% | Reduced | Holders |
| Q4 2024 | 17,199 | $3.18M | 0.3% | +40.0% | Added | Holders |
| Q3 2024 | 17,195 | $3.06M | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2024 | 17,195 | $2.69M | 0.3% | −1,730−9.1% | Reduced | Holders |
| Q1 2024 | 18,925 | $3.17M | 0.4% | +3,689+24.2% | Added | Holders |
| Q4 2023 | 15,236 | $2.31M | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2023 | 15,236 | $1.99M | 0.3% | −20.0% | Reduced | Holders |
| Q2 2023 | 15,238 | $2.28M | 0.3% | +13,282+679.0% | Added | Holders |
| Q1 2023 | 1,956 | $278.6K | <0.1% | +1,956 | New | Holders |