Position in AMZN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,278,754
+$730,971 QoQ
Shares Held
22,148
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#3,021
of 6,107 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $5,279,041 across 2 Internet Retail names. AMZN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
22,148 | $5,278,754 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
3 | $287 |
All Filings in AMZN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,278,754 | 22,148 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,547,783 | 21,836 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,070,741 | 17,636 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,429,463 | 15,619 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,253,114 | 14,828 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,668,586 | 14,026 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $2,973,831 | 13,555 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,582,161 | 13,858 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,489,060 | 12,880 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,711,832 | 15,034 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,474,039 | 16,283 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,060,742 | 16,211 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,099,447 | 16,105 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,680,011 | 16,265 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $668,976 | 7,964 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,634,984 | 32,168 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $4,810,357 | 45,291 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $6,425,361 | 1,971 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $5,411,371 | 1,573 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $4,254,360 | 1,375 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,214,589 | 987 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||