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Disclosery

Plan A Wealth LLC: AMZN position timeline

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

Plan A Wealth LLC held 41,731 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,731 shares
    Change vs previous 13F +39,391 shares

    3.71% of the 13F portfolio, value $10,397,398.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,340 shares
    Change vs previous 13F -518 shares

    0.24% of the 13F portfolio, value $557,716.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,858 shares
    Change vs previous 13F -313 shares

    0.29% of the 13F portfolio, value $595,236.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,171 shares
    Change vs previous 13F -79 shares

    0.36% of the 13F portfolio, value $731,930.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,250 shares
    Change vs previous 13F -485 shares

    0.36% of the 13F portfolio, value $713,603.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,735 shares
    Change vs previous 13F -58 shares

    0.46% of the 13F portfolio, value $819,422.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,793 shares
    Change vs previous 13F -691 shares

    0.56% of the 13F portfolio, value $721,656.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,484 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $983,745.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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