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Venturi Wealth Management, LLC: AMZN position timeline

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

Venturi Wealth Management, LLC held 98,512 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,512 shares
    Change vs previous 13F +7,693 shares

    0.91% of the 13F portfolio, value $23,479,323.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, 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 90,819 shares
    Change vs previous 13F -2,947 shares

    0.85% of the 13F portfolio, value $18,914,674.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, 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 93,766 shares
    Change vs previous 13F +8,461 shares

    0.96% of the 13F portfolio, value $21,642,847.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, 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 85,305 shares
    Change vs previous 13F +2,094 shares

    0.87% of the 13F portfolio, value $18,730,427.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, 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 83,211 shares
    Change vs previous 13F +6,347 shares

    0.9% of the 13F portfolio, value $18,255,669.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, 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 76,864 shares
    Change vs previous 13F +7,665 shares

    0.76% of the 13F portfolio, value $14,624,153.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, 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 69,199 shares
    Change vs previous 13F +6,052 shares

    0.75% of the 13F portfolio, value $15,181,578.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, 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 63,147 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $11,766,189.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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