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Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Balanced 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)
2,378
Value
$566.8K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of AMZN by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,378$566.8K0.2%−67−2.7%ReducedHolders
Q1 20262,445$509.2K0.2%−273−10.0%ReducedHolders
Q4 20252,718$599.7K0.2%00.0%UnchangedHolders
Q3 20252,718$599.2K0.3%00.0%UnchangedHolders
Q2 20252,718$636.3K0.3%00.0%UnchangedHolders
Q1 20252,718$517.1K0.2%−248−8.4%ReducedHolders
Q4 20242,966$705.0K0.3%+48+1.6%AddedHolders
Q3 20242,918$543.7K0.2%−40−1.4%ReducedHolders
Q2 20242,958$583.3K0.3%−352−10.6%ReducedHolders
Q1 20243,310$627.2K0.3%−90−2.6%ReducedHolders
Q4 20233,400$516.6K0.3%–No prior filingHolders