AMZN AMAZON COM INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.68% (2024 Q4)
Avg. % of fund
1.46%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 112,711 +3,747 +3.4% 1.28% $27.3M $230.82
2025 Q3 ADDED 108,964 +1,100 +1.0% 1.60% $27.7M $219.57
2025 Q2 ADDED 107,864 +4,748 +4.6% 1.48% $23.9M $219.39
2025 Q1 ADDED 103,116 +4,597 +4.7% 1.44% $19.3M $190.26
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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