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Summit Asset Management, LLC: AMZN position timeline

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

Summit Asset Management, LLC held 42,223 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 42,223 shares
    Change vs previous 13F +483 shares

    1.29% of the 13F portfolio, value $10,063,430.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, 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 41,740 shares
    Change vs previous 13F +5,143 shares

    1.21% of the 13F portfolio, value $8,693,190.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, 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 36,597 shares
    Change vs previous 13F +302 shares

    1.2% of the 13F portfolio, value $8,447,320.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, 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 36,295 shares
    Change vs previous 13F +350 shares

    1.23% of the 13F portfolio, value $7,969,293.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, 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 35,945 shares
    Change vs previous 13F -102 shares

    1.28% of the 13F portfolio, value $7,885,974.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, 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 36,047 shares
    Change vs previous 13F -1,130 shares

    1.19% of the 13F portfolio, value $6,858,302.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, 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 37,177 shares
    Change vs previous 13F +17,400 shares

    1.43% of the 13F portfolio, value $8,156,262.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, 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 19,777 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,685,048.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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