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PLANNING ALTERNATIVES LTD /ADV: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on AMZN, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 9,405 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,405 shares
    Change vs previous 13F +728 shares

    0.24% of the 13F portfolio, value $2,241,676.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 8,677 shares
    Change vs previous 13F +1,251 shares

    0.23% of the 13F portfolio, value $1,807,236.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 7,426 shares
    Change vs previous 13F +609 shares

    0.22% of the 13F portfolio, value $1,714,155.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 6,817 shares
    Change vs previous 13F +1,533 shares

    0.19% of the 13F portfolio, value $1,496,890.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 5,284 shares
    Change vs previous 13F -397 shares

    0.16% of the 13F portfolio, value $1,159,338.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 5,681 shares
    Change vs previous 13F +3,683 shares

    0.17% of the 13F portfolio, value $1,080,938.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,998 shares
    Change vs previous 13F +115 shares

    0.07% of the 13F portfolio, value $438,342.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 1,883 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $350,860.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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