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Broadway Wealth Solutions, Inc.: AMZN position timeline

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

Broadway Wealth Solutions, Inc. held 9,058 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,058 shares
    Change vs previous 13F +180 shares

    1.01% of the 13F portfolio, value $2,158,884.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, 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 8,878 shares
    Change vs previous 13F +136 shares

    0.96% of the 13F portfolio, value $1,849,021.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, 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 8,742 shares
    Change vs previous 13F -256 shares

    1.08% of the 13F portfolio, value $2,017,828.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, 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 8,998 shares
    Change vs previous 13F +3 shares

    1.11% of the 13F portfolio, value $1,975,691.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, 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 8,995 shares
    Change vs previous 13F -2 shares

    1.23% of the 13F portfolio, value $1,973,413.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, 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 8,997 shares
    Change vs previous 13F +35 shares

    1.25% of the 13F portfolio, value $1,711,769.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, 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 8,962 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $1,966,173.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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