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AE Wealth Management LLC: AMZN position timeline

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

AE Wealth Management LLC held 1,721,249 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,721,249 shares
    Change vs previous 13F +124,623 shares

    1.91% of the 13F portfolio, value $410,242,485.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 1,596,626 shares
    Change vs previous 13F +88,725 shares

    1.8% of the 13F portfolio, value $332,529,170.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 1,507,901 shares
    Change vs previous 13F +136,709 shares

    2% of the 13F portfolio, value $348,053,711.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 1,371,192 shares
    Change vs previous 13F +154,672 shares

    1.92% of the 13F portfolio, value $301,072,364.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 1,216,520 shares
    Change vs previous 13F +189,745 shares

    1.95% of the 13F portfolio, value $266,892,138.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 1,026,775 shares
    Change vs previous 13F +46,118 shares

    1.64% of the 13F portfolio, value $195,354,170.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 980,657 shares
    Change vs previous 13F +30,248 shares

    1.83% of the 13F portfolio, value $215,145,950.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 950,409 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $177,089,528.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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