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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

AMZN holding history

Amazon Com Inc in every 13F filed by Summit Wealth Partners, 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)
25,466
Value
$6.07M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of AMZN by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,466$6.07M0.9%+365+1.5%AddedHolders
Q1 202625,101$5.23M0.8%+19,368+337.8%AddedHolders
Q4 20255,733$1.32M0.2%+21+0.4%AddedHolders
Q3 20255,712$1.25M0.2%+100+1.8%AddedHolders
Q2 20255,612$1.23M0.2%+131+2.4%AddedHolders
Q1 20255,481$1.04M0.2%+370+7.2%AddedHolders
Q4 20245,111$1.12M0.2%+810+18.8%AddedHolders
Q3 20244,301$801.4K0.2%00.0%UnchangedHolders
Q2 20244,301$831.2K0.2%00.0%UnchangedHolders
Q1 20244,301$775.8K0.2%−200−4.4%ReducedHolders
Q4 20234,501$683.9K0.2%+50+1.1%AddedHolders
Q3 20234,451$565.8K0.1%−649−12.7%ReducedHolders
Q2 20235,100$664.8K0.2%−2,831−35.7%ReducedHolders
Q1 20237,931$819.2K0.2%+150+1.9%AddedHolders
Q4 20227,781$653.6K0.2%−549−6.6%ReducedHolders
Q3 20228,330$941.3K0.3%+20+0.2%AddedHolders
Q2 20228,310$882.6K0.2%+450+5.7%AddedConverted for a 20-for-1 splitHolders
Q1 2022393$1.28M0.3%+23+6.2%AddedHolders
Q4 2021370$1.23M0.3%+6+1.6%AddedHolders
Q3 2021364$1.20M0.3%+2+0.6%AddedHolders
Q2 2021362$1.25M0.3%00.0%UnchangedHolders
Q1 2021362$1.12M0.3%––Holders

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