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Capital Planning Advisors, LLC: AMZN position timeline

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

Capital Planning Advisors, LLC held 53,848 AMZN shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 53,848 shares
    Change vs previous 13F -2,477 shares

    1.62% of the 13F portfolio, value $11,214,994.

    13F-HR 0001172661-26-001916 filed by Capital Planning 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 ended2025-12-31
    13F 56,325 shares
    Change vs previous 13F -1,206 shares

    1.74% of the 13F portfolio, value $13,001,015.

    13F-HR 0001172661-26-000976 filed by Capital Planning 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 ended2025-09-30
    13F 57,531 shares
    Change vs previous 13F -3,710 shares

    1.73% of the 13F portfolio, value $12,632,156.

    13F-HR 0001172661-25-004624 filed by Capital Planning 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 ended2025-06-30
    13F 61,241 shares
    Change vs previous 13F -2,011 shares

    1.97% of the 13F portfolio, value $13,435,738.

    13F-HR 0001172661-25-003407 filed by Capital Planning 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 ended2025-03-31
    13F 63,252 shares
    Change vs previous 13F -237 shares

    1.86% of the 13F portfolio, value $12,034,390.

    13F-HR 0001172661-25-001696 filed by Capital Planning 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 ended2024-12-31
    13F 63,489 shares
    Change vs previous 13F +2,908 shares

    2.15% of the 13F portfolio, value $13,928,926.

    13F-HR 0001172661-25-000259 filed by Capital Planning 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 ended2024-09-30
    13F 60,581 shares
    Change vs previous 13F +1,237 shares

    1.7% of the 13F portfolio, value $11,288,121.

    13F-HR 0001172661-24-004558 filed by Capital Planning 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 ended2024-06-30
    13F 59,344 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $11,468,294.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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