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Mowery & Schoenfeld Wealth Management, LLC: AMZN position timeline

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

Mowery & Schoenfeld Wealth Management, LLC held 4,006 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,006 shares
    Change vs previous 13F +581 shares

    1.3% of the 13F portfolio, value $954,891.

    13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld 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 3,425 shares
    Change vs previous 13F -509 shares

    1.09% of the 13F portfolio, value $713,413.

    13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld 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 3,934 shares
    Change vs previous 13F +514 shares

    1.32% of the 13F portfolio, value $908,143.

    13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld 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 3,420 shares
    Change vs previous 13F -144 shares

    1.29% of the 13F portfolio, value $751,022.

    13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld 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 3,564 shares
    Change vs previous 13F -76 shares

    1.26% of the 13F portfolio, value $781,999.

    13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld 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 3,640 shares
    Change vs previous 13F +2,146 shares

    1.36% of the 13F portfolio, value $692,627.

    13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld 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 1,494 shares
    Change vs previous 13F +368 shares

    0.64% of the 13F portfolio, value $327,861.

    13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld 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 1,126 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $209,886.

    13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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