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LWM Advisory Services, LLC: AMZN position timeline

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

LWM Advisory Services, LLC held 5,506 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,506 shares
    Change vs previous 13F -9,195 shares

    2.34% of the 13F portfolio, value $1,312,289.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 14,701 shares
    Change vs previous 13F -1,858 shares

    3.27% of the 13F portfolio, value $3,061,769.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 16,559 shares
    Change vs previous 13F +250 shares

    2.24% of the 13F portfolio, value $3,822,143.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 16,309 shares
    Change vs previous 13F -241 shares

    2.09% of the 13F portfolio, value $3,581,628.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 16,550 shares
    Change vs previous 13F -497 shares

    2.5% of the 13F portfolio, value $3,630,899.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 17,047 shares
    Change vs previous 13F +450 shares

    2.25% of the 13F portfolio, value $3,245,613.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 16,597 shares
    Change vs previous 13F -628 shares

    2.53% of the 13F portfolio, value $3,642,195.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, 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 17,225 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $3,209,534.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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