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SWEENEY & MICHEL, LLC: AMZN position timeline

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

SWEENEY & MICHEL, LLC held 14,794 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,794 shares
    Change vs previous 13F -361 shares

    1.07% of the 13F portfolio, value $4,060,657.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 15,155 shares
    Change vs previous 13F +207 shares

    1.07% of the 13F portfolio, value $3,635,533.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 14,948 shares
    Change vs previous 13F +510 shares

    0.9% of the 13F portfolio, value $3,050,588.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 14,438 shares
    Change vs previous 13F +860 shares

    1.05% of the 13F portfolio, value $3,123,950.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 13,578 shares
    Change vs previous 13F +95 shares

    1.09% of the 13F portfolio, value $3,055,322.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 13,483 shares
    Change vs previous 13F +396 shares

    1.01% of the 13F portfolio, value $2,301,009.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,087 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,473,312.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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