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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q2 2026 holdings

Shares (Q2 2026)
2,060
Value
$491.0K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,060$491.0K0.3%00.0%UnchangedHolders
Q1 20262,060$429.0K0.3%−148−6.7%ReducedHolders
Q4 20252,208$509.7K0.3%00.0%UnchangedHolders
Q3 20252,208$484.8K0.3%−47−2.1%ReducedHolders
Q2 20252,255$494.7K0.3%00.0%UnchangedHolders
Q1 20252,255$429.0K0.3%00.0%UnchangedHolders
Q4 20242,255$494.7K0.4%00.0%UnchangedHolders
Q3 20242,255$420.2K0.3%00.0%UnchangedHolders
Q2 20242,255$435.8K0.4%+95+4.4%AddedHolders
Q1 20242,160$389.6K0.3%−280−11.5%ReducedHolders
Q4 20232,440$370.7K0.3%00.0%UnchangedHolders
Q3 20232,440$310.2K0.4%00.0%UnchangedHolders
Q2 20232,440$318.1K0.4%00.0%UnchangedHolders
Q1 20232,440$252.0K0.4%−100−3.9%ReducedHolders
Q4 20222,540$213.4K0.4%00.0%UnchangedHolders
Q3 20222,540$287.0K0.6%00.0%UnchangedHolders
Q2 20222,540$270.0K0.5%00.0%UnchangedConverted for a 20-for-1 splitHolders
Q1 2022127$414.0K0.6%00.0%UnchangedHolders
Q4 2021127$423.0K0.6%00.0%UnchangedHolders
Q3 2021127$417.0K0.6%00.0%UnchangedHolders
Q2 2021127$437.0K0.6%00.0%UnchangedHolders
Q1 2021127$393.0K0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.