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Westwood Wealth Management: AMZN position timeline

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

Westwood Wealth Management held 28,837 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,837 shares
    Change vs previous 13F +301 shares

    1.99% of the 13F portfolio, value $6,873,245.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 28,536 shares
    Change vs previous 13F +22,299 shares

    2.33% of the 13F portfolio, value $5,943,191.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 6,237 shares
    Change vs previous 13F -22,269 shares

    1.08% of the 13F portfolio, value $1,439,624.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 28,506 shares
    Change vs previous 13F -9,695 shares

    2.3% of the 13F portfolio, value $6,259,062.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 38,201 shares
    Change vs previous 13F -814 shares

    2.82% of the 13F portfolio, value $8,380,917.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 39,015 shares
    Change vs previous 13F +3,250 shares

    3.2% of the 13F portfolio, value $7,422,994.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 35,765 shares
    Change vs previous 13F +578 shares

    2.83% of the 13F portfolio, value $7,846,483.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 35,187 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $6,556,394.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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