Skip to content
Disclosery

Aspen Wealth Strategies, LLC: AMZN position timeline

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

Aspen Wealth Strategies, LLC held 6,795 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,795 shares
    Change vs previous 13F -130 shares

    0.78% of the 13F portfolio, value $1,619,520.

    13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, 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 6,925 shares
    Change vs previous 13F -35 shares

    0.77% of the 13F portfolio, value $1,442,270.

    13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, 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 6,960 shares
    Change vs previous 13F +25 shares

    0.88% of the 13F portfolio, value $1,606,507.

    13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, 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 6,935 shares
    Change vs previous 13F -8 shares

    0.85% of the 13F portfolio, value $1,522,718.

    13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, 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 6,943 shares
    Change vs previous 13F -25 shares

    0.92% of the 13F portfolio, value $1,523,225.

    13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, 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 6,968 shares
    Change vs previous 13F -79 shares

    0.87% of the 13F portfolio, value $1,325,732.

    13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, 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 7,047 shares
    Change vs previous 13F +87 shares

    0.99% of the 13F portfolio, value $1,546,041.

    13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, 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 6,960 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,296,857.

    13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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