Position in AMZN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$95,145,327
+$16,535,691 QoQ
Shares Held
399,200
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#733
of 6,137 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)
Derivatives in AMZN
reported options exposure · as of Jun 30, 2026CallValue
$262,174
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Arkadios Wealth Advisors holds $101,619,789 across 7 Internet Retail names. AMZN ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
399,200 | $95,145,327 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
24,489 | $2,350,453 | |
| 3 | MELI |
Mercadolibre Inc
|
1,092 | $1,853,549 | |
| 4 | EBAY |
Ebay Inc
|
10,926 | $1,220,980 | |
| 5 | CPNG |
Coupang, Inc.
|
24,542 | $426,294 | |
| 6 | DASH |
DoorDash, Inc.
|
1,827 | $337,135 | |
| 7 | SE |
Sea Ltd
|
2,985 | $286,051 |
All Filings in AMZN
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,145,327 | 399,200 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $262,174 | 1,100 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $229,097 | 1,100 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $78,609,636 | 377,441 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $80,887,636 | 350,436 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $300,066 | 1,300 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $373,269 | 1,700 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $64,123,442 | 292,041 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $56,929,729 | 259,491 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $438,780 | 2,000 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $76,104 | 400 | Call | Sole | 2025-05-08 | |
| 2025-03-31 | $49,063,107 | 257,874 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $45,262,131 | 206,309 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $37,426,802 | 200,863 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $55,899 | 300 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $32,404,160 | 167,680 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $30,437,501 | 168,741 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,539,290 | 168,088 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $21,317,134 | 167,693 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,296,677 | 140,355 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $15,149,131 | 146,666 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,691,372 | 139,183 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $14,974,421 | 132,517 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,823,436 | 101,906 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $15,435,863 | 4,735 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,774,460 | 4,431 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,707,882 | 3,564 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $12,601,306 | 3,663 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $6,899,798 | 2,230 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,517,116 | 2,001 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,423,965 | 1,405 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,022,359 | 1,458 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,772,501 | 1,422 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||