Position in AMZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,159,971
+$3,236,581 QoQ
Shares Held
30,041
+59.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#2,651
of 6,129 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $9,632,540 across 3 Internet Retail names. AMZN ranks #1 (74.3% of the industry book) .
All Filings in AMZN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,159,971 | 30,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,923,390 | 18,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,262,783 | 18,468 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,021,644 | 18,316 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,786,492 | 8,143 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,348,943 | 7,090 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,097,169 | 5,001 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $927,737 | 4,979 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $753,350 | 5,779 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $622,218 | 6,024 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $416,136 | 4,954 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $622,630 | 5,510 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $543,476 | 5,117 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $661,769 | 203 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $676,871 | 203 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $647,152 | 197 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $674,271 | 196 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $643,568 | 208 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $667,670 | 205 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||