Position in AMZN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,484,039
+$1,025,283 QoQ
Shares Held
27,205
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#2,784
of 6,130 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Beacon Financial Advisory LLC holds $6,964,802 across 2 Internet Retail names. AMZN ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
27,205 | $6,484,039 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
5,009 | $480,763 |
All Filings in AMZN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,484,039 | 27,205 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,458,756 | 26,210 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,358,486 | 23,215 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,086,997 | 23,168 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,933,861 | 22,489 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,086,214 | 21,477 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,158,756 | 18,956 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,460,148 | 18,570 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,550,002 | 18,370 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,474,813 | 13,720 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,084,616 | 13,720 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,676,458 | 13,188 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,317,548 | 10,107 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,019,678 | 9,872 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $762,888 | 9,082 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $965,133 | 8,541 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $974,264 | 9,173 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,532,176 | 470 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,450,437 | 435 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,281,165 | 390 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,331,341 | 387 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,194,314 | 386 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,143,182 | 351 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,105,204 | 351 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $954,551 | 346 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $621,960 | 319 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||