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Legacy Wealth Management, LLC / MS: AMZN position timeline

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

Legacy Wealth Management, LLC / MS held 28,616 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,616 shares
    Change vs previous 13F -1,548 shares

    1.75% of the 13F portfolio, value $6,820,337.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 30,164 shares
    Change vs previous 13F -1,303 shares

    1.79% of the 13F portfolio, value $6,282,256.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 31,467 shares
    Change vs previous 13F +2,661 shares

    1.94% of the 13F portfolio, value $7,263,213.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 28,806 shares
    Change vs previous 13F -1,836 shares

    1.9% of the 13F portfolio, value $6,324,933.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 30,642 shares
    Change vs previous 13F +6,048 shares

    2.04% of the 13F portfolio, value $6,722,548.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 24,594 shares
    Change vs previous 13F +14,886 shares

    1.53% of the 13F portfolio, value $4,679,254.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 9,708 shares
    Change vs previous 13F -3,214 shares

    0.85% of the 13F portfolio, value $2,129,838.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 12,922 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,407,756.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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