Position in AMZN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$98,917,773
+$13,957,568 QoQ
Shares Held
415,028
+1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#711
of 6,107 holders
Holding Since
Dec 2020
23 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, 2026Summit Financial, LLC holds $107,048,842 across 6 Internet Retail names. AMZN ranks #1 (92.4% of the industry book) .
All Filings in AMZN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,917,773 | 415,028 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $84,960,205 | 407,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $81,879,009 | 354,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $79,354,134 | 361,407 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $67,669,748 | 308,445 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $56,803,835 | 298,559 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $49,129,538 | 223,937 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,748,880 | 218,692 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,540,440 | 214,957 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $29,752,418 | 164,943 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $24,816,816 | 163,333 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,214,188 | 151,150 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,662,859 | 143,164 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,418,098 | 149,270 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,175,884 | 144,951 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,137,969 | 160,513 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $15,699,537 | 147,816 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,688,447 | 6,653 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $20,439,504 | 6,130 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $18,415,934 | 5,606 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,443,600 | 1,001 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $250,620 | 81 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $263,811 | 81 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||