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Waldron Private Wealth LLC: AMZN position timeline

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

Waldron Private Wealth LLC held 43,149 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 43,149 shares
    Change vs previous 13F -84 shares

    0.36% of the 13F portfolio, value $10,284,358.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 ended2026-03-31
    13F 43,233 shares
    Change vs previous 13F +1,023 shares

    0.35% of the 13F portfolio, value $9,004,337.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 ended2025-12-31
    13F 42,210 shares
    Change vs previous 13F -1,198 shares

    0.39% of the 13F portfolio, value $9,743,022.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 ended2025-09-30
    13F 43,408 shares
    Change vs previous 13F +1,214 shares

    0.39% of the 13F portfolio, value $9,531,202.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 ended2025-06-30
    13F 42,194 shares
    Change vs previous 13F -196 shares

    0.4% of the 13F portfolio, value $9,257,047.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 ended2025-03-31
    13F 42,390 shares
    Change vs previous 13F -50,947 shares

    0.38% of the 13F portfolio, value $8,065,123.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 ended2024-12-31
    13F 93,337 shares
    Change vs previous 13F +534 shares

    0.82% of the 13F portfolio, value $20,477,205.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 ended2024-09-30
    13F 92,803 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $17,291,986.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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