Position in AMZN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,161,907
+$171,167 QoQ
Shares Held
4,875
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#4,822
of 6,129 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Sep 30, 2022CallValue
$452,000
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,164,105 across 5 Internet Retail names. AMZN ranks #1 (99.8% of the industry book) .
All Filings in AMZN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,907 | 4,875 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $990,740 | 4,757 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $62,552 | 271 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $381,173 | 1,736 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $49,143 | 224 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $79,338 | 417 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $53,750 | 245 | Shares | Sole | 2025-07-17 | |
| 2023-12-31 | $262,096 | 1,725 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $1,167,342 | 9,183 | Shares | Other | 2023-10-16 | |
| 2023-06-30 | $1,263,709 | 9,694 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,581,939 | 24,997 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,045,988 | 24,357 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $452,000 | 4,000 | Call | Other | 2022-10-24 | |
| 2022-09-30 | $2,954,159 | 26,143 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $424,840 | 4,000 | Call | Other | 2022-08-05 | |
| 2022-06-30 | $2,706,761 | 25,485 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $651,990 | 200 | Call | Other | 2022-05-13 | |
| 2022-03-31 | $3,990,178 | 1,224 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,964,529 | 1,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,106,299 | 1,250 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $4,269,238 | 1,241 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,802,623 | 1,229 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,006,023 | 1,230 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,570,659 | 1,134 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,980,832 | 718 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,380,401 | 708 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||