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Modera Wealth Management, LLC: AMZN position timeline

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

Modera Wealth Management, LLC held 236,652 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 236,652 shares
    Change vs previous 13F -1,384 shares

    0.6% of the 13F portfolio, value $56,403,741.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 238,036 shares
    Change vs previous 13F -3,251 shares

    0.59% of the 13F portfolio, value $49,575,848.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 241,287 shares
    Change vs previous 13F -1,013 shares

    0.64% of the 13F portfolio, value $55,693,888.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 242,300 shares
    Change vs previous 13F -5,444 shares

    0.62% of the 13F portfolio, value $53,201,902.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 247,744 shares
    Change vs previous 13F +6,911 shares

    0.67% of the 13F portfolio, value $54,352,586.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 240,833 shares
    Change vs previous 13F -3,888 shares

    0.62% of the 13F portfolio, value $45,820,912.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 244,721 shares
    Change vs previous 13F +2,218 shares

    0.65% of the 13F portfolio, value $53,689,370.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 242,503 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $45,185,661.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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