SEC 13F Intelligence

Frg Family Wealth Advisors LLC / AMZN

Frg Family Wealth Advisors LLC’s Amazon Com Inc Position

Does Frg Family Wealth Advisors LLC own Amazon Com Inc (AMZN)? Yes166.7K shares worth $35M (+5.69% of its 13F portfolio) as of Q1 2026, down from 171.0K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
166.7K
% of Portfolio
+5.69%
Quarters Held
18
currently held

Position History AMZN

Reported value by quarter
Q4 ’21: $31MQ4 ’21Q1 ’22: $31MQ2 ’22: $20MQ3 ’22: $22MQ3 ’22Q4 ’22: $16MQ1 ’23: $20MQ2 ’23: $25MQ2 ’23Q3 ’23: $24MQ4 ’23: $29MQ1 ’24: $33MQ1 ’24Q2 ’24: $31MQ3 ’24: $35MQ4 ’24: $39MQ4 ’24Q1 ’25: $33MQ2 ’25: $38MQ3 ’25: $38MQ3 ’25Q4 ’25: $39MQ1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026166.7K$35M+5.69%
Q4 2025171.0K$39M+6.13%
Q3 2025171.6K$38M+6.06%
Q2 2025172.5K$38M+6.58%
Q1 2025174.5K$33M+6.41%
Q4 2024176.1K$39M+7.01%
Q3 2024189.7K$35M+6.33%
Q2 2024190.7K$31M+5.98%
Q1 2024190.5K$33M+6.54%
Q4 2023190.7K$29M+5.88%
Q3 2023189.7K$24M+5.45%
Q2 2023194.5K$25M+5.55%
Q1 2023191.6K$20M+4.52%
Q4 2022191.7K$16M+3.84%
Q3 2022193.2K$22M+5.39%
Q2 2022190.0K$20M+4.66%
Q1 20229.5K$31M+6.01%
Q4 20219.4K$31M+5.83%

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