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Institute for Wealth Management, LLC.: AMZN position timeline

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

Institute for Wealth Management, LLC. held 87,168 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,168 shares
    Change vs previous 13F +970 shares

    1.83% of the 13F portfolio, value $20,775,542.

    13F-HR 0001754960-26-000654 filed by Institute for 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 86,198 shares
    Change vs previous 13F +2,276 shares

    1.93% of the 13F portfolio, value $17,952,469.

    13F-HR 0001754960-26-000382 filed by Institute for 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 83,922 shares
    Change vs previous 13F -870 shares

    2.05% of the 13F portfolio, value $19,370,905.

    13F-HR 0002085853-26-000093 filed by Institute for 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 84,792 shares
    Change vs previous 13F -5,044 shares

    1.94% of the 13F portfolio, value $18,617,771.

    13F-HR 0002085853-25-000109 filed by Institute for 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 89,836 shares
    Change vs previous 13F -6,870 shares

    2.2% of the 13F portfolio, value $19,709,093.

    13F-HR 0001667731-25-000874 filed by Institute for 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 96,706 shares
    Change vs previous 13F +5,365 shares

    2.37% of the 13F portfolio, value $18,399,282.

    13F-HR 0001667731-25-000461 filed by Institute for 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 91,341 shares
    Change vs previous 13F -403 shares

    2.52% of the 13F portfolio, value $20,039,401.

    13F-HR 0001667731-25-000105 filed by Institute for 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 91,744 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $17,094,742.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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