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Consilium Wealth Advisory, LLC: AMZN position timeline

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

Consilium Wealth Advisory, LLC held 27,238 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,238 shares
    Change vs previous 13F -108 shares

    1.93% of the 13F portfolio, value $6,491,905.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 27,346 shares
    Change vs previous 13F +3,509 shares

    1.94% of the 13F portfolio, value $5,695,351.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 23,837 shares
    Change vs previous 13F +472 shares

    2.03% of the 13F portfolio, value $5,502,056.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 23,365 shares
    Change vs previous 13F -546 shares

    1.98% of the 13F portfolio, value $5,130,253.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 23,911 shares
    Change vs previous 13F -1,048 shares

    2.21% of the 13F portfolio, value $5,245,834.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 24,959 shares
    Change vs previous 13F -78 shares

    2.38% of the 13F portfolio, value $4,748,699.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 25,037 shares
    Change vs previous 13F -429 shares

    2.62% of the 13F portfolio, value $5,492,867.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, 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 25,466 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,745,080.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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