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Roberts Wealth Advisors, LLC: AMZN position timeline

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

Roberts Wealth Advisors, LLC held 53,908 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,908 shares
    Change vs previous 13F -1,489 shares

    2.92% of the 13F portfolio, value $12,848,430.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, 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 55,397 shares
    Change vs previous 13F +5,215 shares

    2.93% of the 13F portfolio, value $11,537,534.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, 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 50,182 shares
    Change vs previous 13F -3,900 shares

    3.02% of the 13F portfolio, value $11,583,010.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, 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 54,082 shares
    Change vs previous 13F -1,469 shares

    3.16% of the 13F portfolio, value $11,874,790.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, 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 55,551 shares
    Change vs previous 13F +220 shares

    3.5% of the 13F portfolio, value $12,187,334.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, 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 55,331 shares
    Change vs previous 13F -949 shares

    3.25% of the 13F portfolio, value $10,527,277.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, 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 56,280 shares
    Change vs previous 13F -391 shares

    3.82% of the 13F portfolio, value $12,570,140.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, 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 56,671 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $10,354,930.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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