Position in AMZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,987,539
+$5,070,911 QoQ
Shares Held
197,145
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.94%
of 13F equity value
Holder Rank
#1,068
of 6,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $47,064,826 across 4 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 | $46,987,539 | 197,145 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,916,628 | 201,261 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $61,747,812 | 267,515 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,788,595 | 226,755 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,440,611 | 33,915 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,481,967 | 34,069 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,681,083 | 30,453 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,720,889 | 30,703 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,789,963 | 29,961 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $5,182,497 | 28,731 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $4,341,989 | 28,577 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $3,996,525 | 31,439 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $4,322,216 | 33,156 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $3,437,181 | 33,277 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,854,824 | 33,986 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $4,125,856 | 36,512 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $3,494,309 | 32,900 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,827,985 | 1,481 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,896,623 | 3,268 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $10,663,239 | 3,246 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,922,508 | 3,175 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,363,943 | 3,996 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,793,221 | 3,928 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,326,911 | 739 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,950,485 | 707 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,216,625 | 624 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||