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Xcel Wealth Management, LLC: AMZN position timeline

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

Xcel Wealth Management, LLC held 130,692 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 130,692 shares
    Change vs previous 13F -3,371 shares

    7.45% of the 13F portfolio, value $31,149,131.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, 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 134,063 shares
    Change vs previous 13F -2,307 shares

    7.76% of the 13F portfolio, value $27,921,301.

    13F-HR 0001705819-26-000027 filed by Xcel 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 ended2025-12-31
    13F 136,370 shares
    Change vs previous 13F -416 shares

    8.06% of the 13F portfolio, value $31,476,923.

    13F-HR 0001705819-26-000013 filed by Xcel 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 ended2025-09-30
    13F 136,786 shares
    Change vs previous 13F +35 shares

    7.81% of the 13F portfolio, value $30,034,102.

    13F-HR 0001705819-25-000071 filed by Xcel 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 ended2025-06-30
    13F 136,751 shares
    Change vs previous 13F +3,506 shares

    8.54% of the 13F portfolio, value $30,001,802.

    13F-HR 0001705819-25-000046 filed by Xcel 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 ended2025-03-31
    13F 133,245 shares
    Change vs previous 13F +6,278 shares

    7.9% of the 13F portfolio, value $25,351,194.

    13F-HR 0001705819-25-000027 filed by Xcel 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 ended2024-12-31
    13F 126,967 shares
    Change vs previous 13F +40 shares

    7.72% of the 13F portfolio, value $27,855,290.

    13F-HR 0001705819-25-000018 filed by Xcel 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 ended2024-09-30
    13F 126,927 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $23,650,308.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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