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Opes Wealth Management LLC: AMZN position timeline

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

Opes Wealth Management LLC held 7,210 AMZN shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,210 shares
    Change vs previous 13F -371 shares

    0.26% of the 13F portfolio, value $1,501,627.

    13F-HR 0001766918-26-000002 filed by Opes 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 ended2025-12-31
    13F 7,581 shares
    Change vs previous 13F -111 shares

    0.3% of the 13F portfolio, value $1,749,846.

    13F-HR 0001766918-26-000001 filed by Opes 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 ended2025-09-30
    13F 7,692 shares
    Change vs previous 13F +725 shares

    0.3% of the 13F portfolio, value $1,688,982.

    13F-HR 0001766918-25-000003 filed by Opes 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 ended2025-06-30
    13F 6,967 shares
    Change vs previous 13F -1,696 shares

    0.27% of the 13F portfolio, value $1,528,540.

    13F-HR 0001085146-25-004343 filed by Opes 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 ended2025-03-31
    13F 8,663 shares
    Change vs previous 13F +16 shares

    0.33% of the 13F portfolio, value $1,648,274.

    13F-HR 0001085146-25-002635 filed by Opes 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 ended2024-12-31
    13F 8,647 shares
    Change vs previous 13F +3,729 shares

    0.39% of the 13F portfolio, value $1,897,065.

    13F-HR 0001085146-25-000651 filed by Opes 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 ended2024-09-30
    13F 4,918 shares
    Change vs previous 13F -154 shares

    0.18% of the 13F portfolio, value $916,371.

    13F-HR 0001085146-24-005217 filed by Opes 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 ended2024-06-30
    13F 5,072 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $980,164.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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