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Williams & Novak Wealth Management, LLC: AMZN position timeline

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

Williams & Novak Wealth Management, LLC held 5,560 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,560 shares
    Change vs previous 13F +2 shares

    0.83% of the 13F portfolio, value $1,385,274.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,558 shares
    Change vs previous 13F +879 shares

    0.89% of the 13F portfolio, value $1,324,694.

    13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
    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 4,679 shares
    Change vs previous 13F -1,156 shares

    0.74% of the 13F portfolio, value $985,345.

    13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,835 shares
    Change vs previous 13F +600 shares

    1.01% of the 13F portfolio, value $1,346,835.

    13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,235 shares
    Change vs previous 13F -493 shares

    0.88% of the 13F portfolio, value $1,149,449.

    13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,728 shares
    Change vs previous 13F +1,919 shares

    1.07% of the 13F portfolio, value $1,256,666.

    13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
    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 3,809 shares
    Change vs previous 13F +714 shares

    0.72% of the 13F portfolio, value $731,976.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,095 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $679,012.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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