SEC 13F Intelligence

Triad Wealth Partners, LLC / AMZN

Triad Wealth Partners, LLC’s Amazon Com Inc Position

Does Triad Wealth Partners, LLC own Amazon Com Inc (AMZN)? Yes — 55.9K shares worth $12M (+0.92% of its 13F portfolio) as of Q1 2026, up from 51.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
55.9K
% of Portfolio
+0.92%
Quarters Held
9
currently held

Position History AMZN

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $6MQ3 ’25: $9MQ3 ’25Q4 ’25: $12MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.9K$12M+0.92%
Q4 202551.1K$12M+1.12%
Q3 202542.1K$9M+1.19%
Q2 202528.0K$6M+1.24%
Q1 202519.3K$4M+1.14%
Q4 202416.1K$4M+1.28%
Q3 202413.0K$2M+1.29%
Q2 202410.9K$2M+1.11%
Q1 20247.1K$1M+0.98%

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