Skip to content
Disclosery

HB Wealth Management, LLC: AMZN position timeline

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

HB Wealth Management, LLC held 650,572 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 650,572 shares
    Change vs previous 13F +11,767 shares

    0.87% of the 13F portfolio, value $155,057,668.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 638,805 shares
    Change vs previous 13F +20,748 shares

    0.86% of the 13F portfolio, value $133,043,658.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 618,057 shares
    Change vs previous 13F +19,352 shares

    0.93% of the 13F portfolio, value $142,660,144.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 598,705 shares
    Change vs previous 13F +82,307 shares

    0.89% of the 13F portfolio, value $131,457,739.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 516,398 shares
    Change vs previous 13F -44,212 shares

    0.91% of the 13F portfolio, value $113,292,563.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 560,610 shares
    Change vs previous 13F +143,745 shares

    0.9% of the 13F portfolio, value $106,661,775.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 416,865 shares
    Change vs previous 13F +37,145 shares

    0.94% of the 13F portfolio, value $91,474,477.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 379,720 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $70,753,303.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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