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Disclosery

Plan Group Financial, LLC: AMZN position timeline

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

Plan Group Financial, LLC held 3,104 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,104 shares
    Change vs previous 13F -976 shares

    0.15% of the 13F portfolio, value $739,807.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
    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 4,080 shares
    Change vs previous 13F -1,905 shares

    0.2% of the 13F portfolio, value $849,742.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,985 shares
    Change vs previous 13F -1,093 shares

    0.36% of the 13F portfolio, value $1,381,458.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,078 shares
    Change vs previous 13F -98 shares

    0.42% of the 13F portfolio, value $1,554,116.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,176 shares
    Change vs previous 13F +2,528 shares

    0.52% of the 13F portfolio, value $1,574,343.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,648 shares
    Change vs previous 13F +3,289 shares

    0.32% of the 13F portfolio, value $884,399.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,359 shares
    Change vs previous 13F -99 shares

    0.16% of the 13F portfolio, value $298,232.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,458 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $271,738.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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