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Summit Financial Strategies, Inc.: AMZN position timeline

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

Summit Financial Strategies, Inc. held 8,515 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,515 shares
    Change vs previous 13F +316 shares

    0.15% of the 13F portfolio, value $2,121,618.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,199 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $1,954,251.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,224 shares
    Change vs previous 13F -141 shares

    0.13% of the 13F portfolio, value $1,712,914.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,365 shares
    Change vs previous 13F +646 shares

    0.16% of the 13F portfolio, value $1,930,906.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,719 shares
    Change vs previous 13F -31 shares

    0.15% of the 13F portfolio, value $1,694,790.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,750 shares
    Change vs previous 13F -80 shares

    0.16% of the 13F portfolio, value $1,700,219.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,830 shares
    Change vs previous 13F -905 shares

    0.15% of the 13F portfolio, value $1,489,792.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,735 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,916,313.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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