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Disclosery

Rockbridge Asset Management LLC: AMZN position timeline

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

Rockbridge Asset Management LLC held 61,330 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,330 shares
    Change vs previous 13F +70 shares

    9.58% of the 13F portfolio, value $14,617,392.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset 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 61,260 shares
    Change vs previous 13F -12,258 shares

    8.61% of the 13F portfolio, value $12,758,620.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset 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 73,518 shares
    Change vs previous 13F -3,973 shares

    10.29% of the 13F portfolio, value $16,969,425.

    13F-HR 0002056320-26-000003 filed by Rockbridge Asset 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 77,491 shares
    Change vs previous 13F -4,066 shares

    10.04% of the 13F portfolio, value $17,014,699.

    13F-HR 0002056320-25-000009 filed by Rockbridge Asset 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 81,557 shares
    Change vs previous 13F +2,821 shares

    10.18% of the 13F portfolio, value $17,892,790.

    13F-HR 0002056320-25-000005 filed by Rockbridge Asset 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 78,736 shares
    Change vs previous 13F +218 shares

    9.17% of the 13F portfolio, value $14,980,311.

    13F-HR 0002056320-25-000003 filed by Rockbridge Asset 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 78,518 shares
    Change vs previous 13F not available

    9.79% of the 13F portfolio, value $17,226,064.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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