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BALLAST ADVISORS LLC: AMZN position timeline

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

BALLAST ADVISORS LLC held 20,961 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,961 shares
    Change vs previous 13F -320 shares

    1.19% of the 13F portfolio, value $4,995,845.

    13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS 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/A 21,281 shares
    Change vs previous 13F +841 shares

    1.29% of the 13F portfolio, value $4,432,194.

    13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS 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 20,440 shares
    Change vs previous 13F -290 shares

    1.3% of the 13F portfolio, value $4,717,961.

    13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS 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 20,730 shares
    Change vs previous 13F -567 shares

    1.25% of the 13F portfolio, value $4,551,686.

    13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS 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 21,297 shares
    Change vs previous 13F +572 shares

    1.38% of the 13F portfolio, value $4,672,349.

    13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS 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 20,725 shares
    Change vs previous 13F +116 shares

    1.26% of the 13F portfolio, value $3,943,139.

    13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS 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 20,609 shares
    Change vs previous 13F +130 shares

    1.39% of the 13F portfolio, value $4,521,409.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS 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 20,479 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,815,852.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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