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WealthPlan Investment Management, LLC: AMZN position timeline

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

WealthPlan Investment Management, LLC held 86,348 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,348 shares
    Change vs previous 13F +5,489 shares

    1.02% of the 13F portfolio, value $20,580,233.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 80,859 shares
    Change vs previous 13F +12,098 shares

    0.94% of the 13F portfolio, value $16,840,548.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 68,761 shares
    Change vs previous 13F -12,877 shares

    1.01% of the 13F portfolio, value $15,871,463.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 81,638 shares
    Change vs previous 13F -714 shares

    1.19% of the 13F portfolio, value $17,925,302.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 82,352 shares
    Change vs previous 13F +14,966 shares

    1.32% of the 13F portfolio, value $18,067,252.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment 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 67,386 shares
    Change vs previous 13F +1,675 shares

    1.26% of the 13F portfolio, value $12,820,901.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment 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 65,711 shares
    Change vs previous 13F -2,360 shares

    1.42% of the 13F portfolio, value $14,416,383.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment 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 68,071 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $12,683,669.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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