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Wealthspire Retirement, LLC: AMZN position timeline

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

Wealthspire Retirement, LLC held 22,394 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,394 shares
    Change vs previous 13F -509 shares

    0.29% of the 13F portfolio, value $5,366,352.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 22,903 shares
    Change vs previous 13F +986 shares

    0.29% of the 13F portfolio, value $4,770,160.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 21,917 shares
    Change vs previous 13F +298 shares

    0.31% of the 13F portfolio, value $5,059,050.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 21,619 shares
    Change vs previous 13F -16,934 shares

    0.3% of the 13F portfolio, value $4,747,044.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 38,553 shares
    Change vs previous 13F +1,310 shares

    0.56% of the 13F portfolio, value $8,458,242.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 37,243 shares
    Change vs previous 13F +448 shares

    0.56% of the 13F portfolio, value $7,085,920.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 36,795 shares
    Change vs previous 13F +14,506 shares

    0.64% of the 13F portfolio, value $8,072,485.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 22,289 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,153,087.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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