AllSquare Wealth Management LLC: AMZN position timeline

AllSquare Wealth Management LLC held 6,586 AMZN shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 6,586 shares

   Change vs previous 13F -17 shares

   0.76% of the 13F portfolio, value $1,446,088.

   13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-06-30

   13F 6,603 shares

   Change vs previous 13F -930 shares

   0.81% of the 13F portfolio, value $1,448,632.

   13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 7,533 shares

   Change vs previous 13F -152 shares

   0.85% of the 13F portfolio, value $1,433,229.

   13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 7,685 shares

   Change vs previous 13F +150 shares

   0.97% of the 13F portfolio, value $1,686,012.

   13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 7,535 shares

   Change vs previous 13F -200 shares

   0.8% of the 13F portfolio, value $1,403,997.

   13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 7,735 shares

   Change vs previous 13F +300 shares

   0.9% of the 13F portfolio, value $1,494,789.

   13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 7,435 shares

   Change vs previous 13F +400 shares

   0.79% of the 13F portfolio, value $1,341,125.

   13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
   Filed 2024-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 7,035 shares

   Change vs previous 13F not available

   0.66% of the 13F portfolio, value $1,068,898.

   13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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