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Costello Asset Management, INC: AMZN position timeline

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

Costello Asset Management, INC held 111,804 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,804 shares
    Change vs previous 13F -549 shares

    8% of the 13F portfolio, value $26,647,461.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 112,353 shares
    Change vs previous 13F -818 shares

    8.09% of the 13F portfolio, value $23,399,843.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 113,171 shares
    Change vs previous 13F +2,534 shares

    8.64% of the 13F portfolio, value $26,122,223.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 110,637 shares
    Change vs previous 13F +1,228 shares

    8.13% of the 13F portfolio, value $24,292,654.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 109,409 shares
    Change vs previous 13F -4,645 shares

    9.02% of the 13F portfolio, value $24,003,328.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 114,054 shares
    Change vs previous 13F +74,471 shares

    8.8% of the 13F portfolio, value $21,699,990.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 39,583 shares
    Change vs previous 13F +1,503 shares

    5.74% of the 13F portfolio, value $8,684,114.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 38,080 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $7,095,446.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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