Ownership history in Integrated Wealth Concepts LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in AMAZON COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 286,268 | -197,597 | -40.8% | 0.79% | $66.1M | $230.82 |
| 2025 Q3 | ADDED | 483,865 | +14,507 | +3.1% | 0.95% | $106.2M | $219.57 |
| 2025 Q2 | ADDED | 469,358 | +27,928 | +6.3% | 1.03% | $103.0M | $219.39 |
| 2025 Q1 | ADDED | 441,430 | +2,440 | +0.6% | 0.98% | $84.0M | $190.26 |
| 2024 Q4 | ADDED | 438,990 | +64,614 | +17.3% | 1.12% | $96.3M | $219.39 |
| 2024 Q3 | ADDED | 374,376 | +13,953 | +3.9% | 0.85% | $69.8M | $186.33 |
| 2024 Q2 | REDUCED | 360,423 | -29,339 | -7.5% | 0.95% | $69.7M | $193.25 |
| 2024 Q1 | ADDED | 389,762 | +19,087 | +5.1% | 1.02% | $70.3M | $180.38 |
| 2023 Q4 | REDUCED | 370,675 | -9,270 | -2.4% | 0.92% | $56.3M | $151.94 |
| 2023 Q3 | ADDED | 379,945 | +8,213 | +2.2% | 0.85% | $48.3M | $127.12 |
As of 2025 Q4 — sorted by position size