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Disclosery

Asset Planning,Inc: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on AMZN, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 61,085 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,085 shares
    Change vs previous 13F -2,222 shares

    9.43% of the 13F portfolio, value $14,558,999.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 63,307 shares
    Change vs previous 13F -276 shares

    9.37% of the 13F portfolio, value $13,184,949.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 63,583 shares
    Change vs previous 13F -468 shares

    10.31% of the 13F portfolio, value $14,676,228.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 64,051 shares
    Change vs previous 13F -260 shares

    10.18% of the 13F portfolio, value $14,063,678.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 64,311 shares
    Change vs previous 13F -225 shares

    10.63% of the 13F portfolio, value $14,109,190.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 64,536 shares
    Change vs previous 13F -1,090 shares

    9.63% of the 13F portfolio, value $12,278,619.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 65,626 shares
    Change vs previous 13F not available

    10.96% of the 13F portfolio, value $14,397,688.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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