SEC 13F Intelligence

Ascentis Independent Advisors / AMZN

Ascentis Independent Advisors’s Amazon Com Inc Position

Does Ascentis Independent Advisors own Amazon Com Inc (AMZN)? Yes120.4K shares worth $25M (+1.90% of its 13F portfolio) as of Q1 2026, up from 63.4K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
120.4K
% of Portfolio
+1.90%
Quarters Held
17
currently held

Position History AMZN

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $3MQ2 ’21: $5MQ3 ’21: $4MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $8MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ4 ’24: $11MQ1 ’25: $9MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $15MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026120.4K$25M+1.90%
Q4 202563.4K$15M+2.36%
Q3 202558.0K$13M+2.15%
Q2 202557.5K$13M+2.34%
Q1 202548.6K$9M+1.83%
Q4 202448.9K$11M+2.05%
Q3 202453.4K$10M+1.55%
Q2 202450.0K$10M+2.01%
Q4 202349.7K$8M+1.83%
Q3 202347.1K$6M+1.67%
Q2 202347.3K$6M+1.73%
Q1 2022836$3M+1.37%
Q4 2021791$3M+1.33%
Q3 20211.3K$4M+1.74%
Q2 20211.4K$5M+1.88%
Q1 2021911$3M+1.61%
Q4 20201.6K$5M+3.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ascentis Independent Advisors’s full portfolio or all institutional holders of AMZN.