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Wambolt & Associates, LLC: AMZN position timeline

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

Wambolt & Associates, LLC held 34,455 AMZN shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 34,455 shares
    Change vs previous 13F -17 shares

    2.56% of the 13F portfolio, value $7,595,949.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 34,472 shares
    Change vs previous 13F -27 shares

    2.25% of the 13F portfolio, value $6,624,496.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 34,499 shares
    Change vs previous 13F -5,020 shares

    2.42% of the 13F portfolio, value $7,568,749.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 39,519 shares
    Change vs previous 13F +4,728 shares

    2% of the 13F portfolio, value $7,316,164.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 34,791 shares
    Change vs previous 13F +4,148 shares

    1.99% of the 13F portfolio, value $6,860,797.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 30,643 shares
    Change vs previous 13F +23,027 shares

    1.66% of the 13F portfolio, value $5,545,475.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,616 shares
    Change vs previous 13F +178 shares

    0.38% of the 13F portfolio, value $1,157,184.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,438 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $962,931.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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