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Whalen Wealth Management Inc.: AMZN position timeline

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

Whalen Wealth Management Inc. held 29,165 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,165 shares
    Change vs previous 13F +2,003 shares

    3.11% of the 13F portfolio, value $7,266,488.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,162 shares
    Change vs previous 13F +723 shares

    2.91% of the 13F portfolio, value $6,473,837.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,439 shares
    Change vs previous 13F +2,659 shares

    2.95% of the 13F portfolio, value $5,506,521.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,780 shares
    Change vs previous 13F +10,846 shares

    2.95% of the 13F portfolio, value $5,488,912.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,934 shares
    Change vs previous 13F +2,398 shares

    1.66% of the 13F portfolio, value $2,839,916.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,536 shares
    Change vs previous 13F -3,984 shares

    1.45% of the 13F portfolio, value $2,311,440.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,520 shares
    Change vs previous 13F -5,596 shares

    1.84% of the 13F portfolio, value $2,762,597.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,116 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $4,413,249.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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