Position in AMZN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$587,269
-$9,216 QoQ
Shares Held
2,464
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#5,392
of 6,129 holders
Holding Since
Dec 2020
23 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, 2026Phoenix Wealth Advisors holds $938,946 across 2 Internet Retail names. AMZN ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
2,464 | $587,269 | |
| 2 | EBAY |
Ebay Inc
|
3,147 | $351,677 |
All Filings in AMZN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,269 | 2,464 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $596,485 | 2,864 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $661,068 | 2,864 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $628,848 | 2,864 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $625,042 | 2,849 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $595,323 | 3,129 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $693,711 | 3,162 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $566,443 | 3,040 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $751,742 | 3,890 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $632,953 | 3,509 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $522,521 | 3,439 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $422,546 | 3,324 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $419,759 | 3,220 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $332,593 | 3,220 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $260,400 | 3,100 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $350,300 | 3,100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $329,251 | 3,100 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $397,713 | 122 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $403,455 | 121 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $371,209 | 113 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $388,738 | 113 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $349,631 | 113 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $368,033 | 113 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||