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Icon Wealth Advisors, LLC: AMZN position timeline

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

Icon Wealth Advisors, LLC held 100,227 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,227 shares
    Change vs previous 13F +12,884 shares

    1.44% of the 13F portfolio, value $23,887,996.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, 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 87,343 shares
    Change vs previous 13F -20,398 shares

    1.49% of the 13F portfolio, value $22,974,673.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, 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 107,741 shares
    Change vs previous 13F +1,672 shares

    1.67% of the 13F portfolio, value $25,016,242.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, 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 106,069 shares
    Change vs previous 13F -8,094 shares

    1.58% of the 13F portfolio, value $23,289,664.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, 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 114,163 shares
    Change vs previous 13F +2,486 shares

    1.78% of the 13F portfolio, value $25,046,231.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, 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 111,677 shares
    Change vs previous 13F +680 shares

    1.75% of the 13F portfolio, value $21,247,589.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, 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 110,997 shares
    Change vs previous 13F -13,087 shares

    2% of the 13F portfolio, value $24,351,624.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 124,084 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $23,120,480.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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