Position in AMZN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,156,649
+$327,397 QoQ
Shares Held
17,440
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#3,325
of 6,107 holders
Holding Since
Sep 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 Jun 30, 2026Summit Place Financial Advisors, LLC holds $5,952,242 across 2 Internet Retail names. AMZN ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
17,440 | $4,156,649 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
18,708 | $1,795,593 |
All Filings in AMZN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,156,649 | 17,440 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,829,252 | 18,386 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,248,472 | 18,406 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,085,319 | 18,606 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,973,372 | 18,111 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,180,386 | 16,716 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,623,445 | 16,516 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,017,800 | 16,196 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,112,677 | 16,107 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,971,219 | 16,472 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,432,103 | 16,007 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,033,284 | 15,995 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,465,107 | 18,910 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,202,659 | 21,325 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,338,140 | 27,835 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,980,890 | 17,530 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,674,931 | 15,770 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,405,843 | 738 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,294,025 | 688 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,266,677 | 690 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,225,783 | 647 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,924,517 | 622 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,963,928 | 603 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,813,668 | 576 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||