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Beacon Financial Advisory LLC: AMZN position timeline

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

Beacon Financial Advisory LLC held 27,205 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,205 shares
    Change vs previous 13F +995 shares

    1.28% of the 13F portfolio, value $6,484,040.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 26,210 shares
    Change vs previous 13F +2,995 shares

    1.23% of the 13F portfolio, value $5,458,757.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 23,215 shares
    Change vs previous 13F +47 shares

    1.24% of the 13F portfolio, value $5,358,486.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 23,168 shares
    Change vs previous 13F +679 shares

    1.18% of the 13F portfolio, value $5,086,998.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 22,489 shares
    Change vs previous 13F +1,012 shares

    1.28% of the 13F portfolio, value $4,933,862.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 21,477 shares
    Change vs previous 13F +2,521 shares

    1.24% of the 13F portfolio, value $4,086,214.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 18,956 shares
    Change vs previous 13F +386 shares

    1.35% of the 13F portfolio, value $4,158,757.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 18,570 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,460,148.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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