Amplius Wealth Advisors, LLC historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Amplius Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1900584), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Guardian Partners Inc. | Canada | $1.200B | 192 |
| Anchor Investment Management, LLC | United States | $1.199B | 1,067 |
| JNBA Financial Advisors | United States | $1.201B | 819 |
| W.G. Shaheen & Associates DBA Whitney & Co | United States | $1.201B | 175 |
| Callahan Advisors, LLC | United States | $1.198B | 177 |
| DT Investment Partners, LLC | United States | $1.202B | 555 |
| KWMG, LLC | United States | $1.198B | 147 |
| Shay Capital LLC | United States | $1.198B | 471 |
| CONDOR CAPITAL MANAGEMENT | United States | $1.197B | 174 |
| Vivo Capital, LLC | United States | $1.203B | 46 |