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Disclosery

Falcon Wealth Planning: AMZN position timeline

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

Falcon Wealth Planning held 23,951 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,951 shares
    Change vs previous 13F -728 shares

    0.36% of the 13F portfolio, value $5,708,364.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 24,679 shares
    Change vs previous 13F +765 shares

    0.35% of the 13F portfolio, value $5,139,793.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 23,914 shares
    Change vs previous 13F +7,930 shares

    0.46% of the 13F portfolio, value $5,519,908.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 15,984 shares
    Change vs previous 13F -2,499 shares

    0.32% of the 13F portfolio, value $3,509,534.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 18,483 shares
    Change vs previous 13F +814 shares

    0.41% of the 13F portfolio, value $4,054,879.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 17,669 shares
    Change vs previous 13F -22 shares

    0.37% of the 13F portfolio, value $3,361,690.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 17,691 shares
    Change vs previous 13F +1,829 shares

    0.43% of the 13F portfolio, value $3,881,212.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 15,862 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,955,552.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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