SEC 13F Intelligence

Naviter Wealth, LLC / AMZN

Naviter Wealth, LLC’s Amazon Com Inc Position

Does Naviter Wealth, LLC own Amazon Com Inc (AMZN)? Yes66.6K shares worth $14M (+1.73% of its 13F portfolio) as of Q1 2026, up from 64.5K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
66.6K
% of Portfolio
+1.73%
Quarters Held
16
currently held

Position History AMZN

Reported value by quarter
Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $8MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ4 ’24: $16MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ2 ’25Q3 ’25: $17MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.6K$14M+1.73%
Q4 202564.5K$15M+1.94%
Q3 202575.8K$17M+1.94%
Q2 202572.8K$16M+1.97%
Q1 202574.2K$14M+1.73%
Q4 202474.7K$16M+1.98%
Q3 202452.1K$10M+1.35%
Q2 202449.8K$10M+1.44%
Q1 202446.4K$8M+1.37%
Q4 202334.8K$5M+1.07%
Q3 202330.3K$4M+0.93%
Q2 202331.1K$4M+1.03%
Q1 202326.9K$3M+0.97%
Q4 202237.4K$4M+0.99%
Q3 202228.6K$3M+1.32%
Q2 202232.8K$3M+1.43%

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