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Disclosery

Financial Symmetry Inc: AMZN position timeline

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

Financial Symmetry Inc held 3,367 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,367 shares
    Change vs previous 13F -466 shares

    0.27% of the 13F portfolio, value $838,888.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,833 shares
    Change vs previous 13F +457 shares

    0.3% of the 13F portfolio, value $913,557.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,376 shares
    Change vs previous 13F +70 shares

    0.32% of the 13F portfolio, value $894,843.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,306 shares
    Change vs previous 13F -113 shares

    0.31% of the 13F portfolio, value $763,091.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,419 shares
    Change vs previous 13F +40 shares

    0.34% of the 13F portfolio, value $750,710.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,379 shares
    Change vs previous 13F +22 shares

    0.38% of the 13F portfolio, value $741,319.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,357 shares
    Change vs previous 13F +178 shares

    0.39% of the 13F portfolio, value $638,703.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,179 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $697,441.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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