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Cyndeo Wealth Partners, LLC: AMZN position timeline

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

Cyndeo Wealth Partners, LLC held 199,523 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,523 shares
    Change vs previous 13F +4,287 shares

    2.24% of the 13F portfolio, value $47,554,194.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 195,236 shares
    Change vs previous 13F -13,174 shares

    2.14% of the 13F portfolio, value $40,661,847.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 208,410 shares
    Change vs previous 13F +2,847 shares

    2.59% of the 13F portfolio, value $48,105,301.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 205,563 shares
    Change vs previous 13F -90 shares

    2.51% of the 13F portfolio, value $45,135,547.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 205,653 shares
    Change vs previous 13F +4,558 shares

    2.68% of the 13F portfolio, value $45,118,266.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 201,095 shares
    Change vs previous 13F +4,615 shares

    2.51% of the 13F portfolio, value $38,260,351.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 196,480 shares
    Change vs previous 13F +1,958 shares

    2.91% of the 13F portfolio, value $43,105,676.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 194,522 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $36,245,271.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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