AMZN AMAZON COM

Ownership history in Wiser Advisor Group LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group 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.

Peak position
5.02% (2025 Q2)
Avg. % of fund
3.74%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,610 +87 +0.6% 3.59% $3.1M $230.82
2025 Q3 ADDED 13,523 +343 +2.6% 3.69% $3.0M $219.57
2025 Q2 ADDED 13,180 +89 +0.7% 5.02% $2.9M $219.39
2025 Q1 ADDED 13,091 +499 +4.0% 3.68% $2.5M $190.26
2024 Q4 ADDED 12,592 +218 +1.8% 4.02% $2.8M $219.39
2024 Q3 ADDED 12,374 +97 +0.8% 3.44% $2.3M $186.33
2024 Q2 REDUCED 12,277 -207 -1.7% 3.73% $2.4M $193.25
2024 Q1 ADDED 12,484 +907 +7.8% 3.53% $2.3M $180.38
2023 Q4 INITIATED 11,577 2.93% $1.8M
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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