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Occidental Asset Management, LLC: AMZN position timeline

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

Occidental Asset Management, LLC held 55,103 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 55,103 shares
    Change vs previous 13F +5,373 shares

    1.3% of the 13F portfolio, value $13,133,257.

    13F-HR 0001214659-26-009760 filed by Occidental Asset 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 49,730 shares
    Change vs previous 13F +15,318 shares

    1.23% of the 13F portfolio, value $10,357,333.

    13F-HR 0001214659-26-004706 filed by Occidental Asset 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 34,412 shares
    Change vs previous 13F -2,015 shares

    0.95% of the 13F portfolio, value $7,943,051.

    13F-HR 0001214659-26-000248 filed by Occidental Asset 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 36,427 shares
    Change vs previous 13F +1,319 shares

    1% of the 13F portfolio, value $7,998,346.

    13F-HR 0001214659-25-015461 filed by Occidental Asset 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 35,108 shares
    Change vs previous 13F +1,000 shares

    1.06% of the 13F portfolio, value $7,702,423.

    13F-HR 0001214659-25-010386 filed by Occidental Asset 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 34,108 shares
    Change vs previous 13F +4,730 shares

    0.98% of the 13F portfolio, value $6,489,449.

    13F-HR 0001214659-25-007758 filed by Occidental Asset 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 29,378 shares
    Change vs previous 13F +1,965 shares

    1.01% of the 13F portfolio, value $6,445,309.

    13F-HR 0001214659-25-000577 filed by Occidental Asset 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 27,413 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,107,924.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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