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Summit Wealth Partners, LLC: AMZN position timeline

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

Summit Wealth Partners, LLC held 25,466 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,466 shares
    Change vs previous 13F +365 shares

    0.86% of the 13F portfolio, value $6,069,566.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 25,101 shares
    Change vs previous 13F +19,368 shares

    0.83% of the 13F portfolio, value $5,227,785.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 5,733 shares
    Change vs previous 13F +21 shares

    0.24% of the 13F portfolio, value $1,323,291.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 5,712 shares
    Change vs previous 13F +100 shares

    0.23% of the 13F portfolio, value $1,254,184.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 5,612 shares
    Change vs previous 13F +131 shares

    0.23% of the 13F portfolio, value $1,231,217.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 5,481 shares
    Change vs previous 13F +370 shares

    0.21% of the 13F portfolio, value $1,042,815.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 5,111 shares
    Change vs previous 13F +810 shares

    0.23% of the 13F portfolio, value $1,121,302.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 4,301 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $801,405.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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