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Altura Wealth Advisors Inc. AMZN holdings history

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AMAZON.COM INC · CUSIP 023135106 · CIK 1931465

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Altura Wealth Advisors Inc. reported 33.50K AMZN (shares), valued at $7.98M, or 2.69% of its reported non-derivative portfolio. Filed 2026-07-22.

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Portfolio weight and quantity history
Reported portfolio weight
2.69%
Shares
33.50K
33,497
Reported value
$7.98M
USD

Shares increased 5.16%; reported value increased 20.35%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.69%33,497SEC filing ↗Filed Jul 22, 2026
Q1 20262.90%31,852SEC filing ↗Filed May 12, 2026
Q4 20253.09%31,145SEC filing ↗Filed Feb 4, 2026
Q3 20253.01%28,820SEC filing ↗Filed Nov 13, 2025
Q2 20253.05%24,881SEC filing ↗Filed Aug 13, 2025
Q1 20253.14%24,898SEC filing ↗Filed May 2, 2025
Q4 20243.58%22,106SEC filing ↗Filed Feb 12, 2025
Q3 20243.05%24,972SEC filing ↗Filed Nov 8, 2024
Q2 20243.55%18,677SEC filing ↗Filed Jul 30, 2024
Q1 20242.24%10,584SEC filing ↗Filed May 1, 2024
Q4 20231.06%6,575SEC filing ↗Filed Jan 31, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20231.06%6,575$999.01KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 31, 2024
Q1 20242.24%10,584$1.91MShares increased 60.97%; reported value increased 91.10%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 1, 2024
Q2 20243.55%18,677$3.61MShares increased 76.46%; reported value increased 89.06%, and weight changed +1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 30, 2024
Q3 20243.05%24,972$4.65MShares increased 33.70%; reported value increased 28.92%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 8, 2024
Q4 20243.58%22,106$4.85MShares decreased 11.48%; reported value increased 4.23%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 12, 2025
Q1 20253.14%24,898$4.74MShares increased 12.63%; reported value decreased 2.32%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 2, 2025
Q2 20253.05%24,881$5.46MShares decreased 0.07%; reported value increased 15.23%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 20253.01%28,820$6.33MShares increased 15.83%; reported value increased 15.93%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2025
Q4 20253.09%31,145$7.19MShares increased 8.07%; reported value increased 13.60%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 4, 2026
Q1 20262.90%31,852$6.63MShares increased 2.27%; reported value decreased 7.72%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 12, 2026
Q2 20262.69%33,497$7.98MShares increased 5.16%; reported value increased 20.35%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2026
Altura Wealth Advisors Inc. · AMAZON.COM INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

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