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Cassaday & Co Wealth Management LLC: AMZN position timeline

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

Cassaday & Co Wealth Management LLC held 79,463 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,463 shares
    Change vs previous 13F +184 shares

    0.36% of the 13F portfolio, value $18,939,212.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management 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 79,279 shares
    Change vs previous 13F +1,901 shares

    0.35% of the 13F portfolio, value $16,511,438.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management 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 77,378 shares
    Change vs previous 13F +1,545 shares

    0.38% of the 13F portfolio, value $17,860,390.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management 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 75,833 shares
    Change vs previous 13F -591 shares

    0.38% of the 13F portfolio, value $16,650,652.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management 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 76,424 shares
    Change vs previous 13F +2,389 shares

    0.42% of the 13F portfolio, value $16,766,662.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management 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 74,035 shares
    Change vs previous 13F +998 shares

    0.4% of the 13F portfolio, value $14,085,900.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co Wealth Management 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 73,037 shares
    Change vs previous 13F +1,596 shares

    0.44% of the 13F portfolio, value $16,023,588.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co Wealth Management 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 71,441 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $13,311,602.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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