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Sendero Wealth Management, LLC: AMZN position timeline

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

Sendero Wealth Management, LLC held 65,540 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,540 shares
    Change vs previous 13F -18,883 shares

    1.56% of the 13F portfolio, value $15,620,708.

    13F-HR 0001639375-26-000013 filed by Sendero 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 84,423 shares
    Change vs previous 13F -9,125 shares

    1.94% of the 13F portfolio, value $17,582,696.

    13F-HR 0001639375-26-000008 filed by Sendero 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 93,548 shares
    Change vs previous 13F -2,114 shares

    2.39% of the 13F portfolio, value $21,592,658.

    13F-HR 0001639375-26-000002 filed by Sendero 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 95,662 shares
    Change vs previous 13F -8,845 shares

    2.46% of the 13F portfolio, value $21,004,506.

    13F-HR 0001639375-25-000009 filed by Sendero 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/A 104,507 shares
    Change vs previous 13F +955 shares

    2.86% of the 13F portfolio, value $22,927,791.

    13F-HR/A 0001639375-25-000007 filed by Sendero 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 103,552 shares
    Change vs previous 13F +12,445 shares

    2.73% of the 13F portfolio, value $19,701,805.

    13F-HR 0001639375-25-000003 filed by Sendero 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 91,107 shares
    Change vs previous 13F +2,125 shares

    2.98% of the 13F portfolio, value $19,987,965.

    13F-HR 0001639375-25-000002 filed by Sendero 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 88,982 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $16,580,017.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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