Position in AMZN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$20,549,913
+$1,815,610 QoQ
Shares Held
86,221
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.43%
of 13F equity value
Holder Rank
#1,607
of 6,129 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Octavia Wealth Advisors, LLC holds $20,970,561 across 3 Internet Retail names. AMZN ranks #1 (98.0% of the industry book) .
All Filings in AMZN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,549,913 | 86,221 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $18,734,303 | 89,952 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $20,868,897 | 90,412 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,795,255 | 94,709 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $20,240,482 | 92,258 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $18,035,696 | 94,795 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,059,684 | 95,992 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $18,700,265 | 100,361 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $19,971,614 | 103,346 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,484,413 | 96,931 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,185,712 | 106,527 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,720,570 | 107,934 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $13,954,777 | 107,048 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,185,530 | 98,611 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,251,992 | 98,238 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $11,378,309 | 100,693 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $10,710,110 | 100,839 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $15,752,078 | 4,832 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $16,835,082 | 5,049 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $14,812,245 | 4,509 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,058,666 | 4,668 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $14,214,203 | 4,594 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $14,604,074 | 4,484 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||