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Smith Salley Wealth Management: AMZN position timeline

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

Smith Salley Wealth Management held 266,045 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,045 shares
    Change vs previous 13F -14,978 shares

    2.75% of the 13F portfolio, value $63,409,137.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 281,023 shares
    Change vs previous 13F +6,966 shares

    2.94% of the 13F portfolio, value $58,528,568.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 274,057 shares
    Change vs previous 13F -740 shares

    3.13% of the 13F portfolio, value $63,257,734.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 274,797 shares
    Change vs previous 13F +11,410 shares

    3.1% of the 13F portfolio, value $60,337,265.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 263,387 shares
    Change vs previous 13F +7,453 shares

    3.34% of the 13F portfolio, value $57,784,405.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 255,934 shares
    Change vs previous 13F +2,328 shares

    3.19% of the 13F portfolio, value $48,694,094.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 253,606 shares
    Change vs previous 13F +5,965 shares

    3.57% of the 13F portfolio, value $55,638,726.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 247,641 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $46,143,038.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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