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Clearstead Advisors, LLC: AMZN position timeline

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

Clearstead Advisors, LLC held 633,986 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 633,986 shares
    Change vs previous 13F -292,182 shares

    1.43% of the 13F portfolio, value $151,104,107.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 926,168 shares
    Change vs previous 13F +545,107 shares

    1.76% of the 13F portfolio, value $192,892,977.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 381,061 shares
    Change vs previous 13F +25,689 shares

    1.11% of the 13F portfolio, value $87,956,485.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 355,372 shares
    Change vs previous 13F -3,542 shares

    1.14% of the 13F portfolio, value $78,029,016.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 358,914 shares
    Change vs previous 13F +18,515 shares

    1.11% of the 13F portfolio, value $78,742,238.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 340,399 shares
    Change vs previous 13F +6,870 shares

    1.01% of the 13F portfolio, value $64,764,340.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 333,529 shares
    Change vs previous 13F +1,359 shares

    1.11% of the 13F portfolio, value $73,172,957.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 332,170 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $61,893,117.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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