Amazon.com, Inc.
CL ˙ SNSE ˙ US0231351067
SecurityCL:AMZNCL / Amazon.com, Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership101,102 shares
Latest Disclosed Value $ 21,056,561
Avidian Wealth Solutions, LLC reports 20.78% increase in ownership of AMZNCL / Amazon.com, Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 101,102 shares of Amazon.com, Inc. (CL:AMZNCL) valued at $21,056,561 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 83,709 shares of Amazon.com, Inc.. This represents a change in shares of 20.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F AMAZON COM COM 023135106 101,102 17,393 20.78 21,057 8.98 0.6662
2026-02-02 2025-12-31 13F AMAZON COM COM 023135106 83,709 3,209 3.99 19,322 9.31 0.7031
2025-10-30 2025-09-30 13F AMAZON COM COM 023135106 80,500 4,493 5.91 17,675 6.00 0.6657
2025-07-30 2025-06-30 13F AMAZON COM COM 023135106 76,007 3,765 5.21 16,675 21.33 0.6778
2025-04-25 2025-03-31 13F AMAZON COM COM 023135106 72,242 807 1.13 13,745 -12.30 0.6119
2025-01-29 2024-12-31 13F AMAZON COM COM 023135106 71,435 779 1.10 15,672 19.04 0.7040
2024-10-30 2024-09-30 13F AMAZON COM COM 023135106 70,656 50 0.07 13,165 -3.51 0.5977
2024-08-06 2024-06-30 13F AMAZON COM COM 023135106 70,606 19,876 39.18 13,645 49.11 0.5665
2024-05-03 2024-03-31 13F AMAZON COM COM 023135106 50,730 4,762 10.36 9,151 31.01 0.4439
2024-02-06 2023-12-31 13F AMAZON COM COM 023135106 45,968 -868 -1.85 6,984 17.32 0.4297
2023-10-13 2023-09-30 13F AMAZON COM COM 023135106 46,836 -2,350 -4.78 5,954 -7.14 0.4193
2023-08-03 2023-06-30 13F AMAZON COM COM 023135106 49,186 -37,370 -43.17 6,412 -28.29 0.4198
2023-05-08 2023-03-31 13F AMAZON COM COM 023135106 86,556 25,831 42.54 8,940 75.29 0.4905
2023-02-06 2022-12-31 13F AMAZON COM COM 023135106 60,725 -9,423 -13.43 5,101 -35.66 0.3322
2022-11-03 2022-09-30 13F AMAZON COM COM 023135106 70,148 813 1.17 7,927 7.65 0.5728
2022-07-29 2022-06-30 13F AMAZON COM COM 023135106 69,335 66,000 1,979.01 7,364 -32.27 0.5212
2022-05-10 2022-03-31 13F AMAZON COM COM 023135106 3,335 184 5.84 10,872 3.47 0.6660
2022-02-14 2021-12-31 13F AMAZON COM COM 023135106 3,151 536 20.50 10,507 22.32 0.6540
2021-11-10 2021-09-30 13F AMAZON COM COM 023135106 2,615 -870 -24.96 8,590 -28.35 0.6544
2021-08-09 2021-06-30 13F AMAZON COM COM 023135106 3,485 -611 -14.92 11,989 -5.40 0.9198
2021-05-05 2021-03-31 13F AMAZON COM COM 023135106 4,096 -63 -1.51 12,673 -6.44 1.0797
2021-02-09 2020-12-31 13F AMAZON COM COM 023135106 4,159 -193 -4.43 13,546 -1.15 1.2843
2021-02-03 2020-09-30 13F/A-1 AMAZON COM COM 023135106 4,352 78 1.82 13,703 16.22 1.5525
2020-11-06 2020-09-30 13F AMAZON COM COM 023135106 4,352 78 13,703 3,173,945.0680
2020-08-10 2020-06-30 13F AMAZON COM COM 023135106 4,274 115 2.77 11,791 45.41 1.5906
2020-04-22 2020-03-31 13F AMAZON COM COM 023135106 4,159 -16,350 -79.72 8,109 -78.60 1.3011
2020-02-13 2019-12-31 13F AMAZON COM COM 023135106 20,509 -339 -1.63 37,897 4.72 5.3854
2019-11-14 2019-09-30 13F AMAZON COM COM 023135106 20,848 -209 -0.99 36,190 -9.24 5.9608
2019-08-14 2019-06-30 13F AMAZON COM COM 023135106 21,057 5,850 38.47 39,874 47.25 9.4275
2019-05-15 2019-03-31 13F AMAZON COM COM 023135106 15,207 -14 -0.09 27,080 18.46 6.0189
2019-02-14 2018-12-31 13F AMAZON COM COM 023135106 15,221 14,098 1,255.39 22,861 916.50 7.9810
2018-11-14 2018-09-30 13F AMAZON COM COM 023135106 1,123 116 11.52 2,249 31.37 0.7037
2018-08-14 2018-06-30 13F AMAZON COM COM 023135106 1,007 135 15.48 1,712 35.66 0.5403
2018-05-15 2018-03-31 13F AMAZON COM COM 023135106 872 232 36.25 1,262 68.72 0.4230
2018-02-14 2017-12-31 13F AMAZON COM COM 023135106 640 -10 -1.54 748 19.68 0.2001
2017-11-14 2017-09-30 13F AMAZON COM COM 023135106 650 118 22.18 625 21.36 0.2382
2017-08-14 2017-06-30 13F AMAZON COM COM 023135106 532 18 3.50 515 12.94 0.2141
2017-05-15 2017-03-31 13F AMAZON COM COM 023135106 514 52 11.26 456 31.79 0.1748
2017-02-14 2016-12-31 13F AMAZON COM COM 023135106 462 0 0.00 346 -10.59 0.1507
2016-11-14 2016-09-30 13F AMAZON COM COM 023135106 462 82 21.58 387 42.28 0.1569
2016-08-15 2016-06-30 13F AMAZON COM COM 023135106 380 -19 -4.76 272 14.77 0.0990
2016-05-16 2016-03-31 13F AMAZON COM COM 023135106 399 40 11.14 237 -2.47 0.1272
2016-02-12 2015-12-31 13F AMAZON COM COM 023135106 359 359 243 0.1186
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.