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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of BLK by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−334−100.0%Sold outHolders
Q2 2025334$350.4K<0.1%−3−0.9%ReducedHolders
Q1 2025337$319.0K<0.1%+8+2.4%AddedHolders
Q4 2024329$337.3K<0.1%+329NewHolders
Q3 20240$00.0%−317−100.0%Sold outHolders
Q2 2024317$249.6K<0.1%00.0%UnchangedHolders
Q1 2024317$264.3K<0.1%−440−58.1%ReducedHolders
Q4 2023757$614.5K0.1%−4−0.5%ReducedHolders
Q3 2023761$492.0K0.1%00.0%UnchangedHolders
Q2 2023761$526.0K0.1%00.0%UnchangedHolders
Q1 2023761$509.2K0.1%00.0%UnchangedHolders
Q4 2022761$539.3K0.1%+6+0.8%AddedHolders
Q3 2022755$415.0K0.1%+6+0.8%AddedHolders
Q2 2022749$456.0K0.1%−27−3.5%ReducedHolders
Q1 2022776$592.0K0.1%+5+0.6%AddedHolders
Q4 2021771$705.0K0.1%–No prior filingHolders