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Selective Wealth Management, Inc.: AMZN position timeline

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

Selective Wealth Management, Inc. held 6,060 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,060 shares
    Change vs previous 13F +582 shares

    0.39% of the 13F portfolio, value $1,498,328.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    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 5,478 shares
    Change vs previous 13F -211 shares

    0.43% of the 13F portfolio, value $1,441,001.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    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 5,689 shares
    Change vs previous 13F -44 shares

    0.42% of the 13F portfolio, value $1,355,050.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    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 5,733 shares
    Change vs previous 13F +772 shares

    0.41% of the 13F portfolio, value $1,271,372.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    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 4,961 shares
    Change vs previous 13F +423 shares

    0.4% of the 13F portfolio, value $1,103,928.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    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 4,538 shares
    Change vs previous 13F -281 shares

    0.36% of the 13F portfolio, value $838,863.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    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 4,819 shares
    Change vs previous 13F -121 shares

    0.43% of the 13F portfolio, value $1,049,294.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    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 4,940 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $902,637.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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