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Disclosery

Lake Point Wealth Management: AMZN position timeline

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

Lake Point Wealth Management held 2,726 AMZN shares at 2022-06-30 per its 13F-HR filed 2022-07-19.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 2,726 shares
    Change vs previous 13F +2,591 shares

    0.16% of the 13F portfolio, value $290,000.

    13F-HR 0001437749-22-017316 filed by Lake Point 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 ended2022-03-31
    13F 135 shares
    Change vs previous 13F -4 shares

    0.2% of the 13F portfolio, value $440,000.

    13F-HR 0001437749-22-012765 filed by Lake Point 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 ended2021-12-31
    13F 139 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $463,000.

    13F-HR 0001437749-22-004170 filed by Lake Point 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 ended2021-09-30
    13F 138 shares
    Change vs previous 13F -5 shares

    0.21% of the 13F portfolio, value $453,000.

    13F-HR 0001437749-21-024086 filed by Lake Point 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 ended2021-06-30
    13F 143 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $492,000.

    13F-HR 0001437749-21-018436 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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