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Kellett Schaffner Wealth Advisors LLC

SEC CIK
0001910381
Latest filing
Jul 23, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Kellett Schaffner 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)
9,410
Value
$2.24M
% of portfolio
1.0%
Quarters held
19
Since Q4 2021
Holdings of AMZN by Kellett Schaffner Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,410$2.24M1.0%+143+1.5%AddedHolders
Q1 20269,267$1.93M1.0%+277+3.1%AddedHolders
Q4 20258,990$2.08M1.2%+510+6.0%AddedHolders
Q3 20258,480$1.86M1.1%+180+2.2%AddedHolders
Q2 20258,300$1.82M1.2%−910−9.9%ReducedHolders
Q1 20259,210$1.75M1.2%+1,746+23.4%AddedHolders
Q4 20247,464$1.64M1.1%+1,770+31.1%AddedHolders
Q3 20245,694$1.06M0.8%−240−4.0%ReducedHolders
Q2 20245,934$1.15M0.9%+170+2.9%AddedHolders
Q1 20245,764$1.04M0.7%−50−0.9%ReducedHolders
Q4 20235,814$883.4K0.7%−140−2.4%ReducedHolders
Q3 20235,954$756.9K0.6%+1,070+21.9%AddedHolders
Q2 20234,884$636.7K0.6%−730−13.0%ReducedHolders
Q1 20235,614$579.9K0.6%+330+6.2%AddedHolders
Q4 20225,284$443.9K0.4%+250+5.0%AddedHolders
Q3 20225,034$516.0K0.6%−1,366−21.3%ReducedHolders
Q2 20226,400$680.0K0.9%00.0%UnchangedConverted for a 20-for-1 splitHolders
Q1 2022320$1.04M0.8%−51−13.7%ReducedHolders
Q4 2021371$1.24M0.9%–No prior filingHolders