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Disclosery

XML Financial, LLC: AMZN position timeline

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

XML Financial, LLC held 52,605 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 52,605 shares
    Change vs previous 13F -1,152 shares

    0.91% of the 13F portfolio, value $12,537,968.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 53,757 shares
    Change vs previous 13F -936 shares

    0.9% of the 13F portfolio, value $11,195,947.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 54,693 shares
    Change vs previous 13F -1,436 shares

    1.03% of the 13F portfolio, value $12,624,212.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 56,129 shares
    Change vs previous 13F -253 shares

    1% of the 13F portfolio, value $12,324,251.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 56,382 shares
    Change vs previous 13F +1,394 shares

    1.07% of the 13F portfolio, value $12,369,544.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 54,988 shares
    Change vs previous 13F +1,369 shares

    0.98% of the 13F portfolio, value $10,462,041.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 53,619 shares
    Change vs previous 13F +705 shares

    1.08% of the 13F portfolio, value $11,763,417.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 52,914 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,859,425.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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