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1858 WEALTH MANAGEMENT, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on AMZN, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 18,175 AMZN shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 18,175 shares
    Change vs previous 13F -955 shares

    2.8% of the 13F portfolio, value $3,990,685.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 19,130 shares
    Change vs previous 13F +1,080 shares

    3.1% of the 13F portfolio, value $4,196,931.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 18,050 shares
    Change vs previous 13F +1,207 shares

    2.91% of the 13F portfolio, value $3,434,193.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 16,843 shares
    Change vs previous 13F -311 shares

    2.93% of the 13F portfolio, value $3,695,186.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 17,154 shares
    Change vs previous 13F +544 shares

    2.63% of the 13F portfolio, value $3,196,305.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 16,610 shares
    Change vs previous 13F +2,929 shares

    2.66% of the 13F portfolio, value $3,209,883.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 13,681 shares
    Change vs previous 13F 0 shares

    1.97% of the 13F portfolio, value $2,078,691.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 13,681 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,078,691.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).