Skip to content
Disclosery

Heirloom Wealth Management: AMZN position timeline

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

Heirloom Wealth Management held 68,990 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,990 shares
    Change vs previous 13F +66,697 shares

    2.38% of the 13F portfolio, value $16,443,069.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    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 2,293 shares
    Change vs previous 13F +665 shares

    0.09% of the 13F portfolio, value $477,563.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    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 1,628 shares
    Change vs previous 13F +166 shares

    0.09% of the 13F portfolio, value $375,775.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    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 1,462 shares
    Change vs previous 13F -234 shares

    0.08% of the 13F portfolio, value $321,011.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    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 1,696 shares
    Change vs previous 13F -62 shares

    0.1% of the 13F portfolio, value $372,085.

    13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
    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 1,758 shares
    Change vs previous 13F -45 shares

    0.1% of the 13F portfolio, value $334,477.

    13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
    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 1,803 shares
    Change vs previous 13F +60 shares

    0.12% of the 13F portfolio, value $395,560.

    13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
    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 1,743 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $324,773.

    13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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