Skip to content
Disclosery

Concord Wealth Partners: AMZN position timeline

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

Concord Wealth Partners held 82,995 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,995 shares
    Change vs previous 13F -2,330 shares

    1.3% of the 13F portfolio, value $19,781,010.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,398 shares
    • Concord Asset Management, LLC/VA: 38,597 shares

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

  2. period ended2026-03-31
    13F 85,325 shares
    Change vs previous 13F +1,843 shares

    1.3% of the 13F portfolio, value $17,770,622.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 45,065 shares
    • Concord Asset Management, LLC/VA: 40,260 shares

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

  3. period ended2025-12-31
    13F 83,482 shares
    Change vs previous 13F +2,957 shares

    1.43% of the 13F portfolio, value $19,269,298.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,246 shares
    • Concord Asset Management, LLC/VA: 39,236 shares

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

  4. period ended2025-09-30
    13F 80,525 shares
    Change vs previous 13F -7,675 shares

    1.39% of the 13F portfolio, value $17,680,796.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 41,955 shares
    • Concord Asset Management, LLC/VA: 38,570 shares

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

  5. period ended2025-06-30
    13F 88,200 shares
    Change vs previous 13F +7,053 shares

    1.43% of the 13F portfolio, value $19,350,166.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,100 shares
    • Concord Asset Management, LLC/VA: 44,100 shares

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

  6. period ended2025-03-31
    13F 81,147 shares
    Change vs previous 13F -8,408 shares

    1.42% of the 13F portfolio, value $15,081,796.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,168 shares
    • Concord Asset Management, LLC/VA: 36,979 shares

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

  7. period ended2024-12-31
    13F 89,555 shares
    Change vs previous 13F +8,010 shares

    1.84% of the 13F portfolio, value $19,647,479.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 48,354 shares
    • Concord Asset Management, LLC/VA: 41,201 shares

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

  8. period ended2024-09-30
    13F 81,545 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $15,194,287.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,375 shares
    • Concord Asset Management, LLC/VA: 37,170 shares

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