AMZN AMAZON COM INC

Ownership history in Nova R Wealth, Inc.  ·  17 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported AMAZON COM INC (AMZN) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.03% in 2024 Q4. The latest visible filing shows AMZN at 1.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova R Wealth, Inc.'s position in AMAZON COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMZN was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nova R Wealth, Inc. held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 15,729 +12,890 +454.0% 1.32% $3.6M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 2,839 -15,552 -84.6% 0.26% $623K 2025-10-23 $221.09
2025 Q2 REDUCED 18,391 -249 -1.3% 1.88% $4.0M 2025-07-17 $223.88
2025 Q1 ADDED 18,640 +258 +1.4% 1.76% $3.5M 2025-04-23 $180.60
2024 Q4 ADDED 18,382 +4 +0.0% 2.03% $4.0M 2025-01-30 $234.64
2024 Q3 UNCHANGED 18,378 0% 1.69% $3.4M 2024-10-15 $187.69
2024 Q2 ADDED 18,378 +19 +0.1% 1.83% $3.6M 2024-07-18 $183.75
2024 Q1 UNCHANGED 18,359 0% 1.73% $3.3M 2024-04-12 $186.13
2023 Q4 ADDED 18,359 +1,135 +6.6% 1.76% $2.8M 2024-01-19 $155.34
2023 Q3 REDUCED 17,224 -83 -0.5% 1.51% $2.2M 2023-10-19 $128.40
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, Inc. and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nova R Wealth, Inc. reported owning AMZN?

Nova R Wealth, Inc. reported AMZN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMZN position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for AMZN was 2.03% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 15,729 shares, equal to 1.32% of portfolio, with an estimated market value of $3.6M.

What does the chart on this AMZN ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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