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Invera Wealth Advisors, LLC → AMZN

Invera Wealth Advisors, LLC AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
7
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q1 2025

Dollar value over time

Show data table
PeriodPosition value
Q1 2025$1.3M
Q2 2025$1.5M
Q3 2025$1.5M
Q4 2025$1.6M
Q1 2026$2.9M
Q2 2026$3.7M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M15.9K——
Q2 2026$3.7M15.7K——
Q1 2026$2.9M14.1K——
Q4 2025$1.6M7.0K——
Q3 2025$1.5M6.9K——
Q2 2025$1.5M6.9K——
Q1 2025$1.3M7.0K——

Other funds holding AMZN

Other Invera Wealth Advisors, LLC positions

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ETHA

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MICROSOFT CORP

$6.9M