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Disclosery

WealthPLAN Partners, LLC: AMZN position timeline

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

WealthPLAN Partners, LLC held 40,224 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 40,224 shares
    Change vs previous 13F -6,836 shares

    1.83% of the 13F portfolio, value $9,587,003.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 47,060 shares
    Change vs previous 13F -16,038 shares

    1.9% of the 13F portfolio, value $9,801,200.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 63,098 shares
    Change vs previous 13F +2,429 shares

    2.18% of the 13F portfolio, value $14,564,295.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 60,669 shares
    Change vs previous 13F +235 shares

    2% of the 13F portfolio, value $13,321,092.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 60,434 shares
    Change vs previous 13F -4,622 shares

    2.13% of the 13F portfolio, value $13,258,615.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 65,056 shares
    Change vs previous 13F +726 shares

    1.74% of the 13F portfolio, value $12,377,555.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 64,330 shares
    Change vs previous 13F -4,258 shares

    2% of the 13F portfolio, value $14,113,358.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 68,588 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $12,780,042.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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