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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Encompass 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)
14,667
Value
$3.50M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,667$3.50M1.1%−494−3.3%ReducedHolders
Q1 202615,161$3.16M1.1%−151−1.0%ReducedHolders
Q4 202515,312$3.53M1.2%−383−2.4%ReducedHolders
Q3 202515,695$3.45M1.2%−53−0.3%ReducedHolders
Q2 202515,748$3.45M1.3%−167−1.0%ReducedHolders
Q1 202515,915$3.03M1.2%−26−0.2%ReducedHolders
Q4 202415,941$3.50M1.4%−6,471−28.9%ReducedHolders
Q3 202422,412$4.18M1.0%−264−1.2%ReducedHolders
Q2 202422,676$4.38M1.2%+64+0.3%AddedHolders
Q1 202422,612$4.08M1.1%00.0%UnchangedHolders
Q4 202322,612$3.44M1.0%+515+2.3%AddedHolders
Q3 202322,097$2.81M0.9%+1,355+6.5%AddedHolders
Q2 202320,742$2.70M0.9%−805−3.7%ReducedHolders
Q1 202321,547$2.23M0.8%+308+1.5%AddedHolders
Q4 202221,239$1.78M0.7%+927+4.6%AddedHolders
Q3 202220,312$2.29M0.9%−518−2.5%ReducedHolders
Q2 202220,830$2.21M0.8%+2,750+15.2%AddedConverted for a 20-for-1 splitHolders
Q1 2022904$2.94M0.7%00.0%UnchangedHolders
Q4 2021904$3.01M0.7%+21+2.4%AddedHolders
Q3 2021883$2.90M0.8%−136−13.3%ReducedHolders
Q2 20211,019$3.51M0.9%−146−12.5%ReducedHolders
Q1 20211,165$3.61M0.9%––Holders

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