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EverSource Wealth Advisors, LLC: AMZN position timeline

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

EverSource Wealth Advisors, LLC held 140,524 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 140,524 shares
    Change vs previous 13F -21,619 shares

    1.13% of the 13F portfolio, value $33,492,622.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, 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/A 162,143 shares
    Change vs previous 13F +23,647 shares

    1.03% of the 13F portfolio, value $33,769,699.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, 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 138,496 shares
    Change vs previous 13F +19,129 shares

    1.18% of the 13F portfolio, value $31,967,698.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, 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 119,367 shares
    Change vs previous 13F +2,682 shares

    1.04% of the 13F portfolio, value $26,209,493.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, 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 116,685 shares
    Change vs previous 13F -4,473 shares

    1.16% of the 13F portfolio, value $25,599,604.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, 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 121,158 shares
    Change vs previous 13F +15,696 shares

    1.27% of the 13F portfolio, value $23,051,598.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, 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 105,462 shares
    Change vs previous 13F +4,584 shares

    1.3% of the 13F portfolio, value $23,137,285.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, 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 100,878 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $18,796,511.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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