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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Summit Financial, 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)
415,028
Value
$98.9M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026415,028$98.9M1.1%+7,095+1.7%AddedHolders
Q1 2026407,933$85.0M1.1%+53,202+15.0%AddedHolders
Q4 2025354,731$81.9M1.2%−6,676−1.8%ReducedHolders
Q3 2025361,407$79.4M1.2%+52,962+17.2%AddedHolders
Q2 2025308,445$67.7M1.5%+9,886+3.3%AddedHolders
Q1 2025298,559$56.8M1.6%+74,622+33.3%AddedHolders
Q4 2024223,937$49.1M1.7%+5,245+2.4%AddedHolders
Q3 2024218,692$40.7M1.6%+3,735+1.7%AddedHolders
Q2 2024214,957$41.5M1.9%+50,014+30.3%AddedHolders
Q1 2024164,943$29.8M1.8%+1,610+1.0%AddedHolders
Q4 2023163,333$24.8M1.6%+12,183+8.1%AddedHolders
Q3 2023151,150$19.2M1.4%+7,986+5.6%AddedHolders
Q2 2023143,164$18.7M1.4%−6,106−4.1%ReducedHolders
Q1 2023149,270$15.4M1.3%+4,319+3.0%AddedHolders
Q4 2022144,951$12.2M1.1%−15,562−9.7%ReducedHolders
Q3 2022160,513$18.1M1.7%+12,697+8.6%AddedHolders
Q2 2022147,816$15.7M1.5%+14,756+11.1%AddedConverted for a 20-for-1 splitHolders
Q1 20226,653$21.7M1.7%+523+8.5%AddedHolders
Q4 20216,130$20.4M1.6%+524+9.3%AddedHolders
Q3 20215,606$18.4M1.6%+4,605+460.0%AddedHolders
Q2 20211,001$3.44M0.3%+920+1,135.8%AddedHolders
Q1 202181$250.6K<0.1%––Holders

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