Amplius Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Amplius Wealth Advisors going back to Jan. 28, 2022
- Amplius Wealth Advisors 2026 Q1 - filed April 13, 2026 - new!
- Amplius Wealth Advisors 2025 Q4 - filed Jan. 12, 2026
- Amplius Wealth Advisors 2025 Q3 - filed Oct. 21, 2025
- Amplius Wealth Advisors 2025 Q2 - filed Aug. 4, 2025
- Amplius Wealth Advisors 2025 Q1 - filed April 10, 2025
- Amplius Wealth Advisors 2024 Q4 - filed Jan. 16, 2025
- Amplius Wealth Advisors 2024 Q3 - filed Oct. 16, 2024
- Amplius Wealth Advisors 2024 Q2 - filed July 22, 2024
- Amplius Wealth Advisors 2024 Q1 - filed April 17, 2024
- Amplius Wealth Advisors 2023 Q4 - filed Jan. 10, 2024
- Amplius Wealth Advisors 2023 Q3 - filed Oct. 17, 2023
- Amplius Wealth Advisors 2023 Q2 - filed July 26, 2023
- Amplius Wealth Advisors 2023 Q1 - filed April 25, 2023
- Amplius Wealth Advisors 2022 Q4 - filed Jan. 19, 2023
- Amplius Wealth Advisors 2022 Q3 - filed Nov. 10, 2022
- Amplius Wealth Advisors 2022 Q2 - filed July 21, 2022
- Amplius Wealth Advisors 2022 Q1 - filed May 9, 2022
- Amplius Wealth Advisors 2021 Q4 - filed Jan. 28, 2022