Position in AMZN
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,501,626
-$248,220 QoQ
Shares Held
7,210
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026Opes Wealth Management LLC holds $2,640,832 across 2 Internet Retail names. AMZN ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
7,210 | $1,501,626 | |
| 2 | EBAY |
Ebay Inc
|
12,516 | $1,139,206 |
All Filings in AMZN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,501,626 | 7,210 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,749,846 | 7,581 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,688,932 | 7,692 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,528,490 | 6,967 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,648,222 | 8,663 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,897,065 | 8,647 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $916,370 | 4,918 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $980,164 | 5,072 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $911,460 | 5,053 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $923,643 | 6,079 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $583,353 | 4,589 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $697,295 | 5,349 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $457,987 | 4,434 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $371,616 | 4,424 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $488,612 | 4,324 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $445,019 | 4,190 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $896,486 | 275 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $916,943 | 275 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $758,844 | 231 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $743,074 | 216 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $748,767 | 242 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $739,323 | 227 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $415,632 | 132 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $342,093 | 124 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||