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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on AMZN, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 214,242 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,242 shares
    Change vs previous 13F -4,580 shares

    3.63% of the 13F portfolio, value $51,062,405.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 218,822 shares
    Change vs previous 13F -4,745 shares

    3.69% of the 13F portfolio, value $45,573,987.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 223,567 shares
    Change vs previous 13F -1,991 shares

    3.97% of the 13F portfolio, value $51,603,817.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 225,558 shares
    Change vs previous 13F -6,549 shares

    4.08% of the 13F portfolio, value $49,525,734.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 232,107 shares
    Change vs previous 13F -730 shares

    4.34% of the 13F portfolio, value $50,921,919.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 232,837 shares
    Change vs previous 13F -2,025 shares

    3.97% of the 13F portfolio, value $44,299,537.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 234,862 shares
    Change vs previous 13F +708 shares

    4.57% of the 13F portfolio, value $51,526,383.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 234,154 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $43,629,923.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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