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ProVise Management Group, LLC: AMZN position timeline

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

ProVise Management Group, LLC held 138,955 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 138,955 shares
    Change vs previous 13F -1,769 shares

    2.22% of the 13F portfolio, value $33,118,535.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 140,724 shares
    Change vs previous 13F +1,209 shares

    2.11% of the 13F portfolio, value $29,308,587.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 139,515 shares
    Change vs previous 13F +1,380 shares

    2.29% of the 13F portfolio, value $32,202,852.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 138,135 shares
    Change vs previous 13F +2,171 shares

    2.24% of the 13F portfolio, value $30,330,302.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 135,964 shares
    Change vs previous 13F +1,937 shares

    2.36% of the 13F portfolio, value $29,829,142.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 134,027 shares
    Change vs previous 13F -307 shares

    2.16% of the 13F portfolio, value $25,499,951.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 134,334 shares
    Change vs previous 13F -8,380 shares

    2.53% of the 13F portfolio, value $29,471,506.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 142,714 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $26,591,874.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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