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PBMares Wealth Management LLC: AMZN position timeline

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

PBMares Wealth Management LLC held 10,198 AMZN shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,198 shares
    Change vs previous 13F +13 shares

    0.36% of the 13F portfolio, value $2,239,197.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 10,185 shares
    Change vs previous 13F -632 shares

    0.41% of the 13F portfolio, value $2,234,504.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 10,817 shares
    Change vs previous 13F -1,937 shares

    0.41% of the 13F portfolio, value $2,058,130.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 12,754 shares
    Change vs previous 13F +448 shares

    0.57% of the 13F portfolio, value $2,798,121.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 12,306 shares
    Change vs previous 13F -6,730 shares

    0.48% of the 13F portfolio, value $2,292,907.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 19,036 shares
    Change vs previous 13F +1,376 shares

    0.9% of the 13F portfolio, value $3,678,726.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 17,660 shares
    Change vs previous 13F +838 shares

    0.83% of the 13F portfolio, value $3,185,529.

    13F-HR 0001801682-24-000002 filed by PBMares 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 ended2023-12-31
    13F 16,822 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,555,950.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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