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RKL Wealth Management LLC: AMZN position timeline

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

RKL Wealth Management LLC held 65,240 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,240 shares
    Change vs previous 13F +297 shares

    1.24% of the 13F portfolio, value $15,549,302.

    13F-HR 0001604723-26-000003 filed by RKL 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 ended2026-03-31
    13F 64,943 shares
    Change vs previous 13F -1,383 shares

    1.22% of the 13F portfolio, value $13,525,679.

    13F-HR 0001604723-26-000002 filed by RKL 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 ended2025-12-31
    13F 66,326 shares
    Change vs previous 13F +1,125 shares

    1.26% of the 13F portfolio, value $15,309,368.

    13F-HR 0001604723-26-000001 filed by RKL 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 ended2025-09-30
    13F 65,201 shares
    Change vs previous 13F -9,705 shares

    1.22% of the 13F portfolio, value $14,316,184.

    13F-HR 0001604723-25-000003 filed by RKL 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 ended2025-06-30
    13F 74,906 shares
    Change vs previous 13F -413 shares

    1.44% of the 13F portfolio, value $16,433,627.

    13F-HR 0001085146-25-003973 filed by RKL 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 ended2025-03-31
    13F 75,319 shares
    Change vs previous 13F -166 shares

    1.35% of the 13F portfolio, value $14,330,193.

    13F-HR 0001085146-25-002364 filed by RKL 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 ended2024-12-31
    13F 75,485 shares
    Change vs previous 13F -1,159 shares

    1.47% of the 13F portfolio, value $16,560,654.

    13F-HR 0001085146-25-000869 filed by RKL 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 ended2024-09-30
    13F 76,644 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $14,281,077.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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