Position in AMZN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,989,423
-$787,857 QoQ
Shares Held
8,347
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.79%
of 13F equity value
Holder Rank
#4,237
of 6,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Holistic Financial Partners holds $2,210,656 across 2 Internet Retail names. AMZN ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
8,347 | $1,989,423 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
2,305 | $221,233 |
All Filings in AMZN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,989,423 | 8,347 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,777,280 | 13,335 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,284,799 | 14,231 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,095,717 | 14,099 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,079,577 | 14,037 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,574,217 | 13,530 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,164,261 | 14,423 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,768,863 | 14,860 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,881,744 | 14,912 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,390,936 | 13,255 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,996,643 | 13,141 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,711,670 | 13,465 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,789,842 | 13,730 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,390,076 | 13,458 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,197,504 | 14,256 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,614,657 | 14,289 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,505,739 | 14,177 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,223,285 | 682 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,027,278 | 608 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,984,164 | 604 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,067,536 | 601 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,840,977 | 595 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,136,668 | 349 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,130,394 | 359 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $670,393 | 243 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $707,748 | 363 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||