Position in AMZN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,351,241
+$1,495,455 QoQ
Shares Held
64,409
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,865
of 6,129 holders
Holding Since
Mar 2020
26 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, 2026Wellspring Financial Advisors, LLC holds $15,873,948 across 2 Internet Retail names. AMZN ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
64,409 | $15,351,241 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
5,446 | $522,707 |
All Filings in AMZN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,351,241 | 64,409 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,855,786 | 66,528 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,985,009 | 56,256 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,625,602 | 25,621 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,900,274 | 26,894 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,590,593 | 24,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,284,227 | 24,086 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,335,977 | 66,205 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,606,500 | 23,837 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,671,067 | 14,808 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,090,998 | 13,762 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,562,050 | 12,288 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,267,229 | 9,721 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,013,894 | 9,816 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $916,692 | 10,913 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,169,437 | 10,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,129,755 | 10,637 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,770,152 | 543 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,717,185 | 515 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $1,698,365 | 517 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,747,601 | 508 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,624,392 | 525 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,687,089 | 518 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,593,257 | 506 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,451,139 | 526 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,023,603 | 525 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||