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Disclosery

Marotta Asset Management: AMZN position timeline

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

Marotta Asset Management held 1,127 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,127 shares
    Change vs previous 13F -7,681 shares

    0.05% of the 13F portfolio, value $280,792.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,808 shares
    Change vs previous 13F +90 shares

    0.35% of the 13F portfolio, value $2,128,894.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,718 shares
    Change vs previous 13F -123 shares

    0.34% of the 13F portfolio, value $1,835,749.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,841 shares
    Change vs previous 13F -1,400 shares

    0.38% of the 13F portfolio, value $2,040,680.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,241 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,259,472.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,241 shares
    Change vs previous 13F -123 shares

    0.45% of the 13F portfolio, value $2,246,773.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,364 shares
    Change vs previous 13F -170 shares

    0.38% of the 13F portfolio, value $1,931,124.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,534 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,319,797.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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