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Beta Wealth Group, Inc.: AMZN position timeline

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

Beta Wealth Group, Inc. held 7,248 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,248 shares
    Change vs previous 13F +1,217 shares

    0.65% of the 13F portfolio, value $1,727,488.

    13F-HR 0001594417-26-000003 filed by Beta Wealth Group, 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 6,031 shares
    Change vs previous 13F -281 shares

    0.52% of the 13F portfolio, value $1,256,076.

    13F-HR 0001594417-26-000002 filed by Beta Wealth Group, 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 6,312 shares
    Change vs previous 13F +813 shares

    0.59% of the 13F portfolio, value $1,456,936.

    13F-HR 0001594417-26-000001 filed by Beta Wealth Group, 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 5,499 shares
    Change vs previous 13F -11,191 shares

    0.48% of the 13F portfolio, value $1,207,415.

    13F-HR 0001594417-25-000007 filed by Beta Wealth Group, 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 16,690 shares
    Change vs previous 13F -12,845 shares

    1.34% of the 13F portfolio, value $3,661,618.

    13F-HR 0001594417-25-000005 filed by Beta Wealth Group, 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 29,535 shares
    Change vs previous 13F -7,966 shares

    2.02% of the 13F portfolio, value $5,619,329.

    13F-HR 0001594417-25-000003 filed by Beta Wealth Group, 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 37,501 shares
    Change vs previous 13F +1,008 shares

    3.64% of the 13F portfolio, value $8,227,344.

    13F-HR 0001594417-25-000001 filed by Beta Wealth Group, Inc.
    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 36,493 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $6,799,741.

    13F-HR 0001594417-24-000005 filed by Beta Wealth Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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