AMZN — AMAZON COM INC

Ownership history in Evergreen Private Wealth LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth 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
3.81% (2023 Q4)
Avg. % of fund
2.95%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,556 -907 -2.9% 2.78% $7.1M $230.82
2025 Q3 REDUCED 31,463 -619 -1.9% 2.80% $6.9M $219.57
2025 Q2 ADDED 32,082 +1,401 +4.6% 2.95% $7.0M $219.39
2025 Q1 ADDED 30,681 +51 +0.2% 2.73% $5.8M $190.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)

Other funds also holding AMZN

As of 2025 Q4 — sorted by position size

I.G.Y. Ltd 3Y 44.57% Skye Global Management LP 3Y 7Y 38.22% BRIGHTON JONES LLC 3Y 7Y 34.08% ALTAROCK PARTNERS LP 3Y 7Y 33.1% BSN Capital Partners Ltd 3Y 30.13% Nellore Capital Management LLC 3Y 26.28% Kapitalo Investimentos Ltda 24.95% Spark Investment Management LLC 3Y 7Y 24.81% CRITERIA CAIXA, S.A.U. 22.38% MILLER WEALTH ADVISORS, LLC 3Y 21.5%
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