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Disclosery

Synergy Asset Management, LLC: AMZN position timeline

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

Synergy Asset Management, LLC held 173,957 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,957 shares
    Change vs previous 13F +24,331 shares

    3.91% of the 13F portfolio, value $41,460,912.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 149,626 shares
    Change vs previous 13F +3,129 shares

    3.31% of the 13F portfolio, value $31,162,607.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 146,497 shares
    Change vs previous 13F -111,261 shares

    3.52% of the 13F portfolio, value $33,814,438.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 257,758 shares
    Change vs previous 13F +113,400 shares

    2.05% of the 13F portfolio, value $56,595,924.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 144,358 shares
    Change vs previous 13F -9,588 shares

    3.62% of the 13F portfolio, value $31,670,702.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 153,946 shares
    Change vs previous 13F -2,958 shares

    3.69% of the 13F portfolio, value $29,289,765.

    13F-HR 0001699080-25-000004 filed by Synergy Asset 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 156,904 shares
    Change vs previous 13F +22,328 shares

    2.67% of the 13F portfolio, value $34,553,398.

    13F-HR 0001699080-25-000002 filed by Synergy Asset 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 134,576 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $25,075,546.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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