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AVAII WEALTH MANAGEMENT, LLC: AMZN position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 7,433 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,433 shares
    Change vs previous 13F -35 shares

    0.54% of the 13F portfolio, value $1,869,585.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,468 shares
    Change vs previous 13F +60 shares

    0.52% of the 13F portfolio, value $1,779,957.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 7,408 shares
    Change vs previous 13F -2,314 shares

    0.54% of the 13F portfolio, value $1,542,922.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 9,722 shares
    Change vs previous 13F +506 shares

    0.81% of the 13F portfolio, value $2,244,098.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 9,216 shares
    Change vs previous 13F -26,102 shares

    0.77% of the 13F portfolio, value $2,023,581.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 35,318 shares
    Change vs previous 13F +2,249 shares

    3.44% of the 13F portfolio, value $7,748,497.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 33,069 shares
    Change vs previous 13F -11,017 shares

    3.36% of the 13F portfolio, value $6,291,780.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 44,086 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $9,671,970.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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