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TrueWealth Financial Partners: AMZN position timeline

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

TrueWealth Financial Partners held 5,162 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,162 shares
    Change vs previous 13F -20,061 shares

    0.51% of the 13F portfolio, value $1,230,310.

    13F-HR 0001908108-26-000003 filed by TrueWealth Financial Partners
    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 25,223 shares
    Change vs previous 13F +25,223 shares

    2.09% of the 13F portfolio, value $5,253,193.

    13F-HR 0001908108-26-000002 filed by TrueWealth Financial Partners
    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 0 shares
    Change vs previous 13F -4,374 shares

    13F-HR 0001908108-26-000001 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 4,374 shares
    Change vs previous 13F +157 shares

    0.49% of the 13F portfolio, value $960,400.

    13F-HR 0001908108-25-000002 filed by TrueWealth Financial Partners
    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 4,217 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $925,167.

    13F-HR 0001085146-25-005043 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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