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Amazon shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in Amazon

Tip: Access up to 7 years of quarterly data

All positions including Amazon held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 1.0k 248.40
2025-06-30 $233k 1.0k 222.69
2024-06-30 $302k 1.7k 179.85
2024-03-31 $333k 1.8k 186.13

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
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Vanguard Specialized Funds Div App Etf (VIG)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

Top funds holding Amazon

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Capital Research and Management Company - Division 3
Susquehanna International
Charles Schwab Investment Management

View all funds holding Amazon