SEC 13F Intelligence

Lumature Wealth Partners, LLC / AMZN

Lumature Wealth Partners, LLC’s Amazon Com Inc Position

Does Lumature Wealth Partners, LLC own Amazon Com Inc (AMZN)? Yes — 15.5K shares worth $2M (+1.20% of its 13F portfolio) as of Q2 2023, down from 16.1K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
15.5K
% of Portfolio
+1.20%
Quarters Held
11
currently held

Position History AMZN

Reported value by quarter
Q4 ’20: $651,000Q4 ’20Q1 ’21: $767,000Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $808,668Q4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202315.5K$2M+1.20%
Q1 202316.1K$2M+0.93%
Q4 20229.6K$808,668+0.45%
Q3 202210.4K$1M+0.63%
Q2 20229.5K$1M+0.45%
Q1 2022367$1M+0.48%
Q4 2021344$1M+0.45%
Q3 2021331$1M+0.44%
Q2 2021298$1M+0.42%
Q1 2021248$767,000+0.40%
Q4 2020200$651,000+0.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lumature Wealth Partners, LLC’s full portfolio or all institutional holders of AMZN.