Position in AMPL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$160,658
-$112,132 QoQ
Shares Held
23,557
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMPL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRUE Private Wealth Advisors holds $895,625 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
5,717 | $895,625 |
All Filings in AMPL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,658 | 23,557 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,790 | 23,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $252,531 | 23,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292,106 | 23,557 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||