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Avantra Family Wealth, Inc.: AMZN position timeline

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

Avantra Family Wealth, Inc. held 19,839 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,839 shares
    Change vs previous 13F +1,395 shares

    3.02% of the 13F portfolio, value $4,728,503.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, 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 18,444 shares
    Change vs previous 13F +576 shares

    2.86% of the 13F portfolio, value $3,841,398.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, 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 17,868 shares
    Change vs previous 13F +209 shares

    2.99% of the 13F portfolio, value $4,124,365.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, 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 17,659 shares
    Change vs previous 13F +4,680 shares

    2.9% of the 13F portfolio, value $3,877,457.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, 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 12,979 shares
    Change vs previous 13F +475 shares

    2.35% of the 13F portfolio, value $2,847,533.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, 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 12,504 shares
    Change vs previous 13F +200 shares

    2.28% of the 13F portfolio, value $2,379,072.

    13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, 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 12,304 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,699,444.

    13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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