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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Summit Wealth Group, 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)
6,503
Value
$1.55M
% of portfolio
0.3%
Quarters held
18
Since Q4 2021
Holdings of AMZN by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,503$1.55M0.3%−256−3.8%ReducedHolders
Q1 20266,759$1.41M0.3%+1,041+18.2%AddedHolders
Q4 20255,718$1.32M0.3%+496+9.5%AddedHolders
Q3 20255,222$1.15M0.3%−56−1.1%ReducedHolders
Q2 20255,278$1.16M0.3%+46+0.9%AddedHolders
Q1 20255,232$995.0K0.3%−341−6.1%ReducedHolders
Q4 20245,573$1.22M0.4%−75−1.3%ReducedHolders
Q3 20245,648$1.05M0.3%00.0%UnchangedHolders
Q2 20245,648$1.09M0.3%+131+2.4%AddedHolders
Q1 20245,517$995.0K0.7%+78+1.4%AddedHolders
Q4 20235,439$826.0K0.6%00.0%UnchangedHolders
Q3 20235,439$691.0K0.6%+5,439NewHolders
Q2 20230$00.0%−561,898−100.0%Sold outHolders
Q1 2023561,898$50.1%+556,156+9,685.8%AddedHolders
Q4 20225,742$482.0K0.5%+1,140+24.8%AddedHolders
Q3 20224,602$520.0K0.6%−320−6.5%ReducedHolders
Q2 20224,922$523.0K0.6%+322+7.0%AddedConverted for a 20-for-1 splitHolders
Q1 2022230$750.0K0.8%−4−1.7%ReducedHolders
Q4 2021234$780.0K0.9%+234NewHolders