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STRATEGIC PLANNING GROUP, LLC: AMZN position timeline

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

STRATEGIC PLANNING GROUP, LLC held 139,607 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,607 shares
    Change vs previous 13F +3,143 shares

    3.62% of the 13F portfolio, value $33,273,961.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 136,464 shares
    Change vs previous 13F -24,746 shares

    3.97% of the 13F portfolio, value $28,421,464.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 161,210 shares
    Change vs previous 13F +7,786 shares

    4.79% of the 13F portfolio, value $37,210,694.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 153,424 shares
    Change vs previous 13F +18,600 shares

    4.55% of the 13F portfolio, value $33,687,443.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 134,824 shares
    Change vs previous 13F +14,376 shares

    4.8% of the 13F portfolio, value $29,579,123.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 120,448 shares
    Change vs previous 13F -537 shares

    4.48% of the 13F portfolio, value $22,916,525.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 120,985 shares
    Change vs previous 13F -255 shares

    4.88% of the 13F portfolio, value $26,542,943.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 121,240 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $22,590,832.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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