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Disclosery

SMART Wealth LLC: AMZN position timeline

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

SMART Wealth LLC held 7,427 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 7,427 shares
    Change vs previous 13F +1,016 shares

    0.38% of the 13F portfolio, value $1,770,151.

    13F-HR 0001214659-26-009678 filed by SMART 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 6,411 shares
    Change vs previous 13F -2,630 shares

    0.39% of the 13F portfolio, value $1,335,219.

    13F-HR 0001214659-26-004993 filed by SMART 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 9,041 shares
    Change vs previous 13F +1,761 shares

    0.64% of the 13F portfolio, value $2,086,844.

    13F-HR 0001214659-26-000820 filed by SMART 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 7,280 shares
    Change vs previous 13F +4,594 shares

    0.6% of the 13F portfolio, value $1,598,470.

    13F-HR 0001214659-25-016070 filed by SMART 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 2,686 shares
    Change vs previous 13F -9,158 shares

    0.18% of the 13F portfolio, value $589,282.

    13F-HR 0001214659-25-011937 filed by SMART 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 11,844 shares
    Change vs previous 13F -1,832 shares

    0.81% of the 13F portfolio, value $2,253,439.

    13F-HR 0001214659-25-006525 filed by SMART 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 13,676 shares
    Change vs previous 13F +6,359 shares

    1.07% of the 13F portfolio, value $3,000,378.

    13F-HR 0001214659-25-001425 filed by SMART 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 7,317 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,363,377.

    13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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