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Annex Advisory Services, LLC: AMZN position timeline

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

Annex Advisory Services, LLC held 354,980 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,980 shares
    Change vs previous 13F -117,805 shares

    1.44% of the 13F portfolio, value $84,605,898.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 472,785 shares
    Change vs previous 13F +11,964 shares

    1.85% of the 13F portfolio, value $98,467,005.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 460,821 shares
    Change vs previous 13F +29,823 shares

    2.03% of the 13F portfolio, value $106,366,669.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 430,998 shares
    Change vs previous 13F +22,521 shares

    2.01% of the 13F portfolio, value $94,634,262.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 408,477 shares
    Change vs previous 13F +70,022 shares

    2.16% of the 13F portfolio, value $89,615,773.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 338,455 shares
    Change vs previous 13F +89,294 shares

    1.83% of the 13F portfolio, value $64,394,414.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 249,161 shares
    Change vs previous 13F +35,686 shares

    1.65% of the 13F portfolio, value $54,663,464.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 213,475 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $39,776,770.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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