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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co on AMZN, newest first. How the timeline and the estimate are built.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 6,016 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,016 shares
    Change vs previous 13F -138 shares

    0.87% of the 13F portfolio, value $1,567,890.

    13F-HR 0001754960-26-000783 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 6,154 shares
    Change vs previous 13F -18,502 shares

    1.27% of the 13F portfolio, value $1,699,718.

    13F-HR 0001754960-26-000361 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 24,656 shares
    Change vs previous 13F -16,293 shares

    4.1% of the 13F portfolio, value $5,895,743.

    13F-HR 0001754960-26-000093 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 40,949 shares
    Change vs previous 13F -7,437 shares

    6.78% of the 13F portfolio, value $10,195,687.

    13F-HR 0001754960-25-000755 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 48,386 shares
    Change vs previous 13F +13,518 shares

    7.33% of the 13F portfolio, value $10,766,853.

    13F-HR 0001754960-25-000564 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 34,868 shares
    Change vs previous 13F +21,903 shares

    6.82% of the 13F portfolio, value $6,630,751.

    13F-HR 0001754960-25-000294 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 12,965 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $2,844,391.

    13F-HR 0001754960-25-000116 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

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