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Cascade Financial Partners, LLC: AMZN position timeline

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

Cascade Financial Partners, LLC held 68,914 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,914 shares
    Change vs previous 13F -941 shares

    1.43% of the 13F portfolio, value $16,424,886.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 69,855 shares
    Change vs previous 13F -46 shares

    1.5% of the 13F portfolio, value $14,548,634.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 69,901 shares
    Change vs previous 13F +361 shares

    1.64% of the 13F portfolio, value $16,134,474.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 69,540 shares
    Change vs previous 13F -2,030 shares

    1.75% of the 13F portfolio, value $15,268,827.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 71,570 shares
    Change vs previous 13F +1,675 shares

    1.89% of the 13F portfolio, value $15,701,671.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 69,895 shares
    Change vs previous 13F -1,737 shares

    1.68% of the 13F portfolio, value $13,298,161.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 71,632 shares
    Change vs previous 13F -3,472 shares

    2.05% of the 13F portfolio, value $15,715,274.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 75,104 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $14,247,168.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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