AMZN AMAZON COM INC

Ownership history in Invst, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Invst, 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
1.25% (2025 Q3)
Avg. % of fund
0.75%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,419 -2,379 -5.2% 1.09% $10.0M $230.82
2025 Q3 ADDED 45,798 +216 +0.5% 1.25% $10.0M $219.57
2025 Q1 ADDED 45,582 +19,894 +77.4% 1.18% $8.7M $190.26
2024 Q4 ADDED 25,688 +145 +0.6% 0.68% $5.6M $219.39
2024 Q3 REDUCED 25,543 -4,602 -15.3% 0.58% $4.8M $186.33
2024 Q2 ADDED 30,145 +2,272 +8.2% 0.66% $5.9M $193.25
2024 Q1 REDUCED 27,873 -2,717 -8.9% 0.60% $5.0M $180.38
2023 Q4 REDUCED 30,590 -2,410 -7.3% 0.66% $5.2M $151.94
2023 Q3 ADDED 33,000 +960 +3.0% 0.61% $4.2M $127.12
2023 Q2 ADDED 32,040 +137 +0.4% 0.60% $4.2M $130.36
8 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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