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Everest Private Wealth: AMZN position timeline

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

Everest Private Wealth held 25,978 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,978 shares
    Change vs previous 13F +495 shares

    2.31% of the 13F portfolio, value $6,191,597.

    13F-HR 0001951757-26-001148 filed by Everest Private Wealth
    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 25,483 shares
    Change vs previous 13F +1,683 shares

    2.69% of the 13F portfolio, value $5,307,344.

    13F-HR 0001951757-26-000786 filed by Everest Private Wealth
    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 23,800 shares
    Change vs previous 13F +16,469 shares

    3.06% of the 13F portfolio, value $5,493,516.

    13F-HR 0001951757-26-000332 filed by Everest Private Wealth
    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 7,331 shares
    Change vs previous 13F +194 shares

    1.03% of the 13F portfolio, value $1,609,668.

    13F-HR 0001951757-25-001285 filed by Everest Private Wealth
    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 7,137 shares
    Change vs previous 13F +675 shares

    1.13% of the 13F portfolio, value $1,565,786.

    13F-HR 0001951757-25-001023 filed by Everest Private Wealth
    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 6,462 shares
    Change vs previous 13F +846 shares

    1.12% of the 13F portfolio, value $1,229,460.

    13F-HR 0001951757-25-000351 filed by Everest Private Wealth
    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 5,616 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,232,094.

    13F-HR 0001951757-25-000260 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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