ONE WEALTH CAPITAL MANAGEMENT, LLC: AMZN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ONE WEALTH CAPITAL MANAGEMENT, LLC on AMZN, newest first. How the timeline and the estimate are built.
ONE WEALTH CAPITAL MANAGEMENT, LLC held 23,687 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 23,687 sharesChange vs previous 13F +11,072 shares
1.61% of the 13F portfolio, value $5,645,560.
13F-HR 0002050308-26-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,615 sharesChange vs previous 13F -5,219 shares
1.43% of the 13F portfolio, value $3,276,116.
13F-HR 0002050308-26-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,834 sharesChange vs previous 13F +883 shares
1.75% of the 13F portfolio, value $4,116,444.
13F-HR 0002050308-26-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,951 sharesChange vs previous 13F -1,082 shares
1.67% of the 13F portfolio, value $3,721,931.
13F-HR 0002050308-25-000008 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,033 sharesChange vs previous 13F -2,394 shares
1.86% of the 13F portfolio, value $3,956,260.
13F-HR 0002050308-25-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,427 sharesChange vs previous 13F +962 shares
2.09% of the 13F portfolio, value $3,886,441.
13F-HR 0002050308-25-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,465 sharesChange vs previous 13F not available
2.17% of the 13F portfolio, value $4,270,426.
13F-HR 0002050308-25-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).