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Disclosery

Transform Wealth, LLC: AMZN position timeline

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

Transform Wealth, LLC held 160,930 AMZN shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 160,930 shares
    Change vs previous 13F +4,638 shares

    1.85% of the 13F portfolio, value $30,618,492.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 156,292 shares
    Change vs previous 13F +19,072 shares

    1.9% of the 13F portfolio, value $34,288,895.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 137,220 shares
    Change vs previous 13F +2,225 shares

    1.69% of the 13F portfolio, value $25,568,205.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 134,995 shares
    Change vs previous 13F +3,560 shares

    1.96% of the 13F portfolio, value $26,087,743.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 131,435 shares
    Change vs previous 13F -4,980 shares

    2.25% of the 13F portfolio, value $23,708,327.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 136,415 shares
    Change vs previous 13F +3,553 shares

    2.02% of the 13F portfolio, value $20,726,855.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 132,862 shares
    Change vs previous 13F -10,595 shares

    1.78% of the 13F portfolio, value $16,889,384.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 143,457 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $18,701,021.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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