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WCG Wealth Advisors LLC: AMZN position timeline

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

WCG Wealth Advisors LLC held 298,497 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 298,497 shares
    Change vs previous 13F +6,851 shares

    1.69% of the 13F portfolio, value $71,143,805.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 291,646 shares
    Change vs previous 13F +21,137 shares

    1.7% of the 13F portfolio, value $60,741,175.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 270,509 shares
    Change vs previous 13F +155,570 shares

    1.75% of the 13F portfolio, value $62,439,454.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 114,939 shares
    Change vs previous 13F +6,242 shares

    1.58% of the 13F portfolio, value $25,237,157.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 108,697 shares
    Change vs previous 13F +1,928 shares

    1.54% of the 13F portfolio, value $23,847,026.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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/A 106,769 shares
    Change vs previous 13F -11,711 shares

    1.54% of the 13F portfolio, value $20,313,857.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 118,480 shares
    Change vs previous 13F -7,289 shares

    1.72% of the 13F portfolio, value $25,993,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 125,769 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $23,435,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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