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Triad Wealth Partners, LLC: AMZN position timeline

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

Triad Wealth Partners, LLC held 59,842 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,842 shares
    Change vs previous 13F +3,984 shares

    1.01% of the 13F portfolio, value $16,996,444.

    13F-HR 0002012717-26-000004 filed by Triad 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 55,858 shares
    Change vs previous 13F +4,749 shares

    0.92% of the 13F portfolio, value $11,633,617.

    13F-HR 0002012717-26-000003 filed by Triad 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 51,109 shares
    Change vs previous 13F +8,975 shares

    1.12% of the 13F portfolio, value $11,796,892.

    13F-HR 0002012717-26-000002 filed by Triad 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 42,134 shares
    Change vs previous 13F +14,102 shares

    1.19% of the 13F portfolio, value $9,251,438.

    13F-HR 0002012717-25-000007 filed by Triad 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 28,032 shares
    Change vs previous 13F +8,719 shares

    1.24% of the 13F portfolio, value $6,149,954.

    13F-HR 0002012717-25-000005 filed by Triad 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 19,313 shares
    Change vs previous 13F +3,164 shares

    1.14% of the 13F portfolio, value $3,674,527.

    13F-HR 0002012717-25-000003 filed by Triad 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 16,149 shares
    Change vs previous 13F +3,123 shares

    1.28% of the 13F portfolio, value $3,542,969.

    13F-HR 0002012717-25-000001 filed by Triad 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 13,026 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,427,169.

    13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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