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Monterey Private Wealth, Inc.: AMZN position timeline

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

Monterey Private Wealth, Inc. held 13,093 AMZN shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,093 shares
    Change vs previous 13F +163 shares

    0.73% of the 13F portfolio, value $2,491,074.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,930 shares
    Change vs previous 13F +601 shares

    0.94% of the 13F portfolio, value $2,836,713.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,329 shares
    Change vs previous 13F +41 shares

    0.78% of the 13F portfolio, value $2,297,263.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,288 shares
    Change vs previous 13F +755 shares

    0.89% of the 13F portfolio, value $2,374,656.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 11,533 shares
    Change vs previous 13F +232 shares

    0.84% of the 13F portfolio, value $2,080,323.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 11,301 shares
    Change vs previous 13F +1,102 shares

    0.78% of the 13F portfolio, value $1,717,074.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,199 shares
    Change vs previous 13F -430 shares

    0.65% of the 13F portfolio, value $1,296,497.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,629 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,385,596.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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