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Disclosery

Concentrum Wealth Management: AMZN position timeline

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

Concentrum Wealth Management held 31,021 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 31,021 shares
    Change vs previous 13F -171 shares

    1.77% of the 13F portfolio, value $7,393,618.

    13F-HR 0001765380-26-000302 filed by Concentrum 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 31,192 shares
    Change vs previous 13F +10 shares

    1.92% of the 13F portfolio, value $6,496,421.

    13F-HR 0001765380-26-000137 filed by Concentrum 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 31,182 shares
    Change vs previous 13F +3,437 shares

    2.01% of the 13F portfolio, value $7,197,499.

    13F-HR 0001765387-26-000001 filed by Concentrum 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 27,745 shares
    Change vs previous 13F +2,464 shares

    1.76% of the 13F portfolio, value $6,092,036.

    13F-HR 0001765387-25-000003 filed by Concentrum 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 25,281 shares
    Change vs previous 13F +536 shares

    1.74% of the 13F portfolio, value $5,546,465.

    13F-HR 0001765380-25-000328 filed by Concentrum 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 24,745 shares
    Change vs previous 13F +2,967 shares

    1.75% of the 13F portfolio, value $4,707,984.

    13F-HR 0001765380-25-000189 filed by Concentrum 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 21,778 shares
    Change vs previous 13F +1,593 shares

    1.68% of the 13F portfolio, value $4,777,875.

    13F-HR 0001765380-25-000094 filed by Concentrum 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 20,185 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,761,071.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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