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Wheelhouse Advisory Group LLC: AMZN position timeline

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

Wheelhouse Advisory Group LLC held 4,399 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,399 shares
    Change vs previous 13F +563 shares

    0.3% of the 13F portfolio, value $1,048,458.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 3,836 shares
    Change vs previous 13F -887 shares

    0.26% of the 13F portfolio, value $798,924.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 4,723 shares
    Change vs previous 13F +906 shares

    0.42% of the 13F portfolio, value $1,098,239.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 3,817 shares
    Change vs previous 13F -469 shares

    0.36% of the 13F portfolio, value $838,098.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 4,286 shares
    Change vs previous 13F +855 shares

    0.46% of the 13F portfolio, value $940,305.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 3,431 shares
    Change vs previous 13F -91 shares

    0.37% of the 13F portfolio, value $652,782.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 3,522 shares
    Change vs previous 13F -140 shares

    0.46% of the 13F portfolio, value $772,691.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 3,662 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $682,340.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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