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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

AMP holding history

Ameriprise Financial 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.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2021
Holdings of AMP by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−408−100.0%Sold outHolders
Q2 2025408$217.8K<0.1%+408NewHolders
Q1 20250$00.0%−406−100.0%Sold outHolders
Q4 2024406$216.2K<0.1%+406NewHolders
Q1 20220$00.0%−323−100.0%Sold outHolders
Q4 2021323$97.0K<0.1%–No prior filingHolders