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Disclosery

ORBA Wealth Advisors, L.L.C.: AMZN position timeline

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

ORBA Wealth Advisors, L.L.C. held 3,225 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,225 shares
    Change vs previous 13F +3,225 shares

    0.66% of the 13F portfolio, value $768,647.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 0 shares
    Change vs previous 13F -901 shares

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 901 shares
    Change vs previous 13F -3,581 shares

    0.18% of the 13F portfolio, value $207,970.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 4,482 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $984,114.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 4,482 shares
    Change vs previous 13F -6,400 shares

    0.9% of the 13F portfolio, value $983,306.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 10,882 shares
    Change vs previous 13F -240 shares

    1.04% of the 13F portfolio, value $2,070,412.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 11,122 shares
    Change vs previous 13F +255 shares

    1.28% of the 13F portfolio, value $2,440,055.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 10,867 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,024,847.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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