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Soltis Investment Advisors LLC: AMZN position timeline

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

Soltis Investment Advisors LLC held 166,333 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,333 shares
    Change vs previous 13F -7,807 shares

    2.29% of the 13F portfolio, value $39,643,911.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 174,140 shares
    Change vs previous 13F -16,440 shares

    2.36% of the 13F portfolio, value $36,268,038.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 190,580 shares
    Change vs previous 13F +30,277 shares

    2.9% of the 13F portfolio, value $43,989,590.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 160,303 shares
    Change vs previous 13F -41,151 shares

    2.43% of the 13F portfolio, value $35,197,672.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 201,454 shares
    Change vs previous 13F +70,075 shares

    3.47% of the 13F portfolio, value $44,197,006.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 131,379 shares
    Change vs previous 13F +8,675 shares

    2.23% of the 13F portfolio, value $24,996,092.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 122,704 shares
    Change vs previous 13F -12 shares

    2.49% of the 13F portfolio, value $26,920,007.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 122,716 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $22,865,649.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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