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Disclosery

THEORY FINANCIAL LLC: AMZN position timeline

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

THEORY FINANCIAL LLC held 2,218 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,218 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $528,638.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 2,218 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $461,943.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 2,218 shares
    Change vs previous 13F -50 shares

    0.18% of the 13F portfolio, value $528,816.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 2,268 shares
    Change vs previous 13F -30 shares

    0.17% of the 13F portfolio, value $490,977.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 2,298 shares
    Change vs previous 13F +35 shares

    0.2% of the 13F portfolio, value $537,985.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 2,263 shares
    Change vs previous 13F +66 shares

    0.18% of the 13F portfolio, value $430,558.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 2,197 shares
    Change vs previous 13F -45 shares

    0.2% of the 13F portfolio, value $482,000.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 2,242 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $417,909.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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