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Disclosery

Simplicity Wealth,LLC: AMZN position timeline

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

Simplicity Wealth,LLC held 111,492 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,492 shares
    Change vs previous 13F +40,226 shares

    0.9% of the 13F portfolio, value $26,573,000.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 71,266 shares
    Change vs previous 13F +7,500 shares

    0.84% of the 13F portfolio, value $14,842,647.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 63,766 shares
    Change vs previous 13F -15,155 shares

    0.88% of the 13F portfolio, value $14,718,465.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 78,921 shares
    Change vs previous 13F -22,387 shares

    1% of the 13F portfolio, value $17,328,680.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 101,308 shares
    Change vs previous 13F +33,232 shares

    0.93% of the 13F portfolio, value $22,225,956.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 68,076 shares
    Change vs previous 13F +36,299 shares

    1.01% of the 13F portfolio, value $12,952,137.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 31,777 shares
    Change vs previous 13F -14,085 shares

    1.45% of the 13F portfolio, value $6,971,556.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 45,862 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,545,412.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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