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Naviter Wealth, LLC: AMZN position timeline

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

Naviter Wealth, LLC held 86,798 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,798 shares
    Change vs previous 13F +20,172 shares

    1.88% of the 13F portfolio, value $20,687,531.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 66,626 shares
    Change vs previous 13F +2,138 shares

    1.73% of the 13F portfolio, value $13,876,280.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 64,488 shares
    Change vs previous 13F -11,297 shares

    1.94% of the 13F portfolio, value $14,885,120.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 75,785 shares
    Change vs previous 13F +2,965 shares

    1.94% of the 13F portfolio, value $16,640,112.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 72,820 shares
    Change vs previous 13F -1,381 shares

    1.97% of the 13F portfolio, value $15,975,980.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 74,201 shares
    Change vs previous 13F -518 shares

    1.73% of the 13F portfolio, value $14,300,017.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 74,719 shares
    Change vs previous 13F +22,570 shares

    1.98% of the 13F portfolio, value $16,392,601.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 52,149 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $9,716,923.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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