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Octavia Wealth Advisors, LLC

Position in AMZN — Amazon Com Inc

CIK 1841259 CINCINNATI, OH

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, 2026

Octavia Wealth Advisors, LLC holds $20,970,561 across 3 Internet Retail names. AMZN ranks #1 (98.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMZN
Amazon Com Inc
This page
86,221 $20,549,913

All Filings in AMZN

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $20,549,913 86,221
2026-03-31 $18,734,303 89,952
2025-12-31 $20,868,897 90,412
2025-09-30 $20,795,255 94,709
2025-06-30 $20,240,482 92,258
2025-03-31 $18,035,696 94,795
2024-12-31 $21,059,684 95,992
2024-09-30 $18,700,265 100,361
2024-06-30 $19,971,614 103,346
2024-03-31 $17,484,413 96,931
2023-12-31 $16,185,712 106,527
2023-09-30 $13,720,570 107,934
2023-06-30 $13,954,777 107,048
2023-03-31 $10,185,530 98,611
2022-12-31 $8,251,992 98,238
2022-09-30 $11,378,309 100,693
2022-06-30 $10,710,110 100,839
2022-03-31 $15,752,078 4,832
2021-12-31 $16,835,082 5,049
2021-09-30 $14,812,245 4,509
2021-06-30 $16,058,666 4,668
2021-03-31 $14,214,203 4,594
2020-12-31 $14,604,074 4,484