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Disclosery

Clearstead Trust, LLC: AMZN position timeline

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

Clearstead Trust, LLC held 69,665 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 69,665 shares
    Change vs previous 13F +891 shares

    2.17% of the 13F portfolio, value $16,604,028.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 68,774 shares
    Change vs previous 13F +1,592 shares

    2.34% of the 13F portfolio, value $14,323,624.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 67,182 shares
    Change vs previous 13F +4,333 shares

    2.44% of the 13F portfolio, value $15,507,019.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 62,849 shares
    Change vs previous 13F -594 shares

    2.36% of the 13F portfolio, value $13,799,821.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 63,443 shares
    Change vs previous 13F +1,439 shares

    2.63% of the 13F portfolio, value $13,918,826.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 62,004 shares
    Change vs previous 13F -529 shares

    2.63% of the 13F portfolio, value $11,796,824.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 62,533 shares
    Change vs previous 13F +3,177 shares

    2.96% of the 13F portfolio, value $13,719,115.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 59,356 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $11,059,804.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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