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Waverly Advisors, LLC: AMZN position timeline

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

Waverly Advisors, LLC held 781,164 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 781,164 shares
    Change vs previous 13F +166,182 shares

    1.08% of the 13F portfolio, value $186,182,795.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 614,982 shares
    Change vs previous 13F +133,138 shares

    0.96% of the 13F portfolio, value $128,082,248.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 481,844 shares
    Change vs previous 13F +161,232 shares

    0.9% of the 13F portfolio, value $111,219,362.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 320,612 shares
    Change vs previous 13F +12,132 shares

    0.7% of the 13F portfolio, value $70,396,821.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 308,480 shares
    Change vs previous 13F +7,848 shares

    0.74% of the 13F portfolio, value $67,677,460.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 300,632 shares
    Change vs previous 13F +111,691 shares

    0.7% of the 13F portfolio, value $57,198,167.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 188,941 shares
    Change vs previous 13F +40,854 shares

    0.64% of the 13F portfolio, value $41,451,784.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 148,087 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $27,593,005.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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