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Copia Wealth Management: AMZN position timeline

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

Copia Wealth Management held 7,393 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,393 shares
    Change vs previous 13F -172 shares

    1.06% of the 13F portfolio, value $1,762,048.

    13F-HR 0002058771-26-000005 filed by Copia 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 7,565 shares
    Change vs previous 13F +2,409 shares

    1.08% of the 13F portfolio, value $1,575,563.

    13F-HR 0002058771-26-000002 filed by Copia 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 5,156 shares
    Change vs previous 13F -133 shares

    0.85% of the 13F portfolio, value $1,190,108.

    13F-HR 0002058771-26-000001 filed by Copia 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 5,289 shares
    Change vs previous 13F +184 shares

    0.86% of the 13F portfolio, value $1,161,306.

    13F-HR 0002058771-25-000005 filed by Copia 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 5,105 shares
    Change vs previous 13F -570 shares

    0.94% of the 13F portfolio, value $1,119,986.

    13F-HR 0002058771-25-000004 filed by Copia 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 5,675 shares
    Change vs previous 13F +7 shares

    1% of the 13F portfolio, value $1,079,726.

    13F-HR 0002058771-25-000003 filed by Copia 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 5,668 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,243,503.

    13F-HR 0002058771-25-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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