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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Opes Wealth Management 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 Q1 2026 holdings

Shares (Q1 2026)
7,210
Value
$1.50M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of AMZN by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20267,210$1.50M0.3%−371−4.9%ReducedHolders
Q4 20257,581$1.75M0.3%−111−1.4%ReducedHolders
Q3 20257,692$1.69M0.3%+725+10.4%AddedHolders
Q2 20256,967$1.53M0.3%−1,696−19.6%ReducedHolders
Q1 20258,663$1.65M0.3%+16+0.2%AddedHolders
Q4 20248,647$1.90M0.4%+3,729+75.8%AddedHolders
Q3 20244,918$916.4K0.2%−154−3.0%ReducedHolders
Q2 20245,072$980.2K0.2%+19+0.4%AddedHolders
Q1 20245,053$911.5K0.2%−1,026−16.9%ReducedHolders
Q4 20236,079$923.6K0.2%+1,490+32.5%AddedHolders
Q3 20234,589$583.4K0.2%−760−14.2%ReducedHolders
Q2 20235,349$697.3K0.2%+915+20.6%AddedHolders
Q1 20234,434$458.0K0.1%+10+0.2%AddedHolders
Q4 20224,424$371.6K0.1%+100+2.3%AddedHolders
Q3 20224,324$489.0K0.2%+134+3.2%AddedHolders
Q2 20224,190$445.0K0.2%−1,310−23.8%ReducedConverted for a 20-for-1 splitHolders
Q1 2022275$896.0K0.3%00.0%UnchangedHolders
Q4 2021275$917.0K0.3%+44+19.0%AddedHolders
Q3 2021231$759.0K0.3%+15+6.9%AddedHolders
Q2 2021216$743.0K0.3%−26−10.7%ReducedHolders
Q1 2021242$749.0K0.3%––Holders

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