AMAZON.COM INC · CUSIP 023135106 · CIK 1982776
As of 2026-06-30, ELEVATUS WELATH MANAGEMENT reported 38.08K AMZN (shares), valued at $9.08M, or 2.21% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 75.81%; reported value increased 101.20%, and weight changed -0.15 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.21% | 38,078 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.36% | 21,658 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 2.72% | 43,056 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 2.22% | 35,048 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.54% | 34,659 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.81% | 16,763 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 5.08% | 67,625 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 3.99% | 65,577 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 5.58% | 77,142 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 4.66% | 65,541 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 3.64% | 52,749 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 4.69% | 40,795 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.69% | 40,795 | $5.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 3.64% | 52,749 | $8.01M | Shares increased 29.30%; reported value increased 54.55%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 4.66% | 65,541 | $11.82M | Shares increased 24.25%; reported value increased 47.51%, and weight changed +1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 5.58% | 77,142 | $14.91M | Shares increased 17.70%; reported value increased 26.10%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 3.99% | 65,577 | $12.22M | Shares decreased 14.99%; reported value decreased 18.04%, and weight changed -1.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 5.08% | 67,625 | $14.84M | Shares increased 3.12%; reported value increased 21.42%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.81% | 16,763 | $3.19M | Shares decreased 75.21%; reported value decreased 78.50%, and weight changed -3.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.54% | 34,659 | $7.60M | Shares increased 106.76%; reported value increased 138.42%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.22% | 35,048 | $7.70M | Shares increased 1.12%; reported value increased 1.21%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.72% | 43,056 | $9.94M | Shares increased 22.85%; reported value increased 29.14%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 2.36% | 21,658 | $4.51M | Shares decreased 49.70%; reported value decreased 54.61%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 2.21% | 38,078 | $9.08M | Shares increased 75.81%; reported value increased 101.20%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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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.