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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Octavia Wealth Advisors, 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)
86,221
Value
$20.5M
% of portfolio
1.8%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,221$20.5M1.8%−3,731−4.1%ReducedHolders
Q1 202689,952$18.7M1.8%−460−0.5%ReducedHolders
Q4 202590,412$20.9M2.0%−4,297−4.5%ReducedHolders
Q3 202594,709$20.8M2.1%+2,451+2.7%AddedHolders
Q2 202592,258$20.2M2.3%−2,537−2.7%ReducedHolders
Q1 202594,795$18.0M2.2%−1,197−1.2%ReducedHolders
Q4 202495,992$21.1M2.6%−4,369−4.4%ReducedHolders
Q3 2024100,361$18.7M2.3%−2,985−2.9%ReducedHolders
Q2 2024103,346$20.0M2.7%+6,415+6.6%AddedHolders
Q1 202496,931$17.5M2.6%−9,596−9.0%ReducedHolders
Q4 2023106,527$16.2M2.9%−1,407−1.3%ReducedHolders
Q3 2023107,934$13.7M2.8%+886+0.8%AddedHolders
Q2 2023107,048$14.0M2.8%+8,437+8.6%AddedHolders
Q1 202398,611$10.2M2.3%+373+0.4%AddedHolders
Q4 202298,238$8.25M2.0%−2,455−2.4%ReducedHolders
Q3 2022100,693$11.4M3.1%−146−0.1%ReducedHolders
Q2 2022100,839$10.7M2.8%+4,199+4.3%AddedConverted for a 20-for-1 splitHolders
Q1 20224,832$15.8M3.5%−217−4.3%ReducedHolders
Q4 20215,049$16.8M3.6%+540+12.0%AddedHolders
Q3 20214,509$14.8M3.8%−159−3.4%ReducedHolders
Q2 20214,668$16.1M4.2%+74+1.6%AddedHolders
Q1 20214,594$14.2M4.2%––Holders

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