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Burt Wealth Advisors: AMZN position timeline

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

Burt Wealth Advisors held 17,219 AMZN shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,219 shares
    Change vs previous 13F +5,142 shares

    0.93% of the 13F portfolio, value $3,780,776.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,077 shares
    Change vs previous 13F -80 shares

    0.61% of the 13F portfolio, value $2,649,573.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,157 shares
    Change vs previous 13F +100 shares

    0.58% of the 13F portfolio, value $2,312,991.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,057 shares
    Change vs previous 13F +1,485 shares

    0.67% of the 13F portfolio, value $2,645,185.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 10,572 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,969,881.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 10,572 shares
    Change vs previous 13F -1,748 shares

    0.54% of the 13F portfolio, value $2,043,039.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 12,320 shares
    Change vs previous 13F +1,458 shares

    0.56% of the 13F portfolio, value $2,222,282.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 10,862 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,650,372.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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