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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of DOW by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−10,020−100.0%Sold outHolders
Q1 202410,020$580.5K0.1%+316+3.3%AddedHolders
Q4 20239,704$532.2K0.1%+335+3.6%AddedHolders
Q3 20239,369$483.1K0.1%+181+2.0%AddedHolders
Q2 20239,188$489.3K0.1%−14−0.2%ReducedHolders
Q1 20239,202$504.5K0.1%+438+5.0%AddedHolders
Q4 20228,764$441.6K0.1%+73+0.8%AddedHolders
Q3 20228,691$382.0K0.1%+25+0.3%AddedHolders
Q2 20228,666$447.0K0.1%+8,666NewHolders
Q1 20220$00.0%−644−100.0%Sold outHolders
Q4 2021644$36.0K<0.1%–No prior filingHolders