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Disclosery

Meredith Wealth Planning: AMZN position timeline

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

Meredith Wealth Planning held 5,274 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,274 shares
    Change vs previous 13F +133 shares

    0.3% of the 13F portfolio, value $1,257,042.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 5,141 shares
    Change vs previous 13F -74 shares

    0.29% of the 13F portfolio, value $1,070,749.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 5,215 shares
    Change vs previous 13F -1,044 shares

    0.36% of the 13F portfolio, value $1,203,762.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 6,259 shares
    Change vs previous 13F +400 shares

    0.44% of the 13F portfolio, value $1,374,289.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 5,859 shares
    Change vs previous 13F +110 shares

    0.47% of the 13F portfolio, value $1,285,406.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 5,749 shares
    Change vs previous 13F -131 shares

    0.48% of the 13F portfolio, value $1,093,805.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 5,880 shares
    Change vs previous 13F +1,384 shares

    0.57% of the 13F portfolio, value $1,290,013.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 4,496 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $837,740.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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