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Disclosery

IBEX WEALTH ADVISORS: AMZN position timeline

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

IBEX WEALTH ADVISORS held 82,776 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,776 shares
    Change vs previous 13F +451 shares

    1.55% of the 13F portfolio, value $19,728,834.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    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 82,325 shares
    Change vs previous 13F +3,648 shares

    1.6% of the 13F portfolio, value $17,145,826.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    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 78,677 shares
    Change vs previous 13F -18,447 shares

    1.78% of the 13F portfolio, value $18,160,230.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    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 97,124 shares
    Change vs previous 13F +21,753 shares

    2.04% of the 13F portfolio, value $21,325,518.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    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 75,371 shares
    Change vs previous 13F -11,543 shares

    1.76% of the 13F portfolio, value $16,535,653.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    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 86,914 shares
    Change vs previous 13F -372 shares

    2.19% of the 13F portfolio, value $16,536,265.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    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 87,286 shares
    Change vs previous 13F +23,837 shares

    2.26% of the 13F portfolio, value $19,149,686.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    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 63,449 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $10,523,048.

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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