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Instrumental Wealth, LLC

SEC CIK
0001976010
Latest filing
Jul 16, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Instrumental Wealth, 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)
7,935
Value
$1.89M
% of portfolio
1.0%
Quarters held
14
Since Q1 2023
Holdings of AMZN by Instrumental Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,935$1.89M1.0%+658+9.0%AddedHolders
Q1 20267,277$1.52M0.9%−8−0.1%ReducedHolders
Q4 20257,285$1.51M0.9%+472+6.9%AddedHolders
Q3 20256,813$1.52M1.1%+633+10.2%AddedHolders
Q2 20256,180$1.40M1.1%−498−7.5%ReducedHolders
Q1 20256,678$1.26M1.1%+1,092+19.5%AddedHolders
Q4 20245,586$1.21M1.1%+312+5.9%AddedHolders
Q3 20245,274$989.1K1.0%+232+4.6%AddedHolders
Q2 20245,042$906.8K0.9%+64+1.3%AddedHolders
Q1 20244,978$906.7K0.4%+299+6.4%AddedHolders
Q4 20234,679$734.0K0.8%+20.0%AddedHolders
Q3 20234,677$614.9K0.7%+1,143+32.3%AddedHolders
Q2 20233,534$462.2K0.6%+13+0.4%AddedHolders
Q1 20233,521$365.0K0.5%–No prior filingHolders