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Amazon shares owned by Trellis Wealth Advisors

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

Historical chart of Trellis Wealth Advisors investment in Amazon

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

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Quarterly reported holdings in Amazon by Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 21k 208.27
2023-12-31 $3.1M 20k 151.94
2023-09-30 $2.6M 20k 127.12

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust Longview Advantg (EBI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
American Centy Etf Tr Avantis Respon U (AVSU)
American Centy Etf Tr Avantis Responsi (AVSD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Trellis Wealth Advisors

Top funds holding Amazon

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
J. Stern & Co
Goldman Sachs Group
Ubs Global Asset Management Americas
Capital Research and Management Company - Division 3
Bank of New York Mellon
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Amazon