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Disclosery

Whelan Financial: AMZN position timeline

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

Whelan Financial held 14,825 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,825 shares
    Change vs previous 13F +306 shares

    0.96% of the 13F portfolio, value $3,533,391.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 14,519 shares
    Change vs previous 13F +878 shares

    0.94% of the 13F portfolio, value $3,023,872.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 13,641 shares
    Change vs previous 13F +135 shares

    0.98% of the 13F portfolio, value $3,148,616.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 13,506 shares
    Change vs previous 13F +3,254 shares

    0.94% of the 13F portfolio, value $2,965,512.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 10,252 shares
    Change vs previous 13F +683 shares

    0.81% of the 13F portfolio, value $2,249,186.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 9,569 shares
    Change vs previous 13F +1,718 shares

    0.71% of the 13F portfolio, value $1,820,598.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 7,851 shares
    Change vs previous 13F +1,573 shares

    0.68% of the 13F portfolio, value $1,722,431.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 6,278 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,169,780.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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