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Centric Wealth Management: AMZN position timeline

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

Centric Wealth Management held 22,987 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,987 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $6,253,575.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 22,987 shares
    Change vs previous 13F -174 shares

    1.25% of the 13F portfolio, value $6,253,575.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 23,161 shares
    Change vs previous 13F +48 shares

    1.19% of the 13F portfolio, value $5,627,122.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 23,113 shares
    Change vs previous 13F +350 shares

    1.26% of the 13F portfolio, value $5,644,582.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 22,763 shares
    Change vs previous 13F -228 shares

    1.21% of the 13F portfolio, value $5,069,024.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 22,991 shares
    Change vs previous 13F +430 shares

    1.15% of the 13F portfolio, value $4,374,334.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 22,561 shares
    Change vs previous 13F -640 shares

    1.34% of the 13F portfolio, value $4,949,735.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 23,201 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,804,768.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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