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Total Wealth Planning & Management, Inc.: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on AMZN, newest first. How the timeline and the estimate are built.

Total Wealth Planning & Management, Inc. held 13,532 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,532 shares
    Change vs previous 13F +957 shares

    2.34% of the 13F portfolio, value $3,225,217.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 12,575 shares
    Change vs previous 13F -1,872 shares

    2.08% of the 13F portfolio, value $2,618,995.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 14,447 shares
    Change vs previous 13F +942 shares

    2.65% of the 13F portfolio, value $3,334,657.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 13,505 shares
    Change vs previous 13F +1,168 shares

    2.56% of the 13F portfolio, value $2,962,862.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,337 shares
    Change vs previous 13F +1,937 shares

    2.41% of the 13F portfolio, value $2,347,238.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,400 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,281,656.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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