Position in AMZN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,776,258
+$627,633 QoQ
Shares Held
15,844
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#3,429
of 6,107 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, 2026Opal Wealth Advisors, LLC holds $3,776,258 across 1 Internet Retail name. AMZN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
15,844 | $3,776,258 |
All Filings in AMZN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,776,258 | 15,844 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,148,625 | 15,118 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,437,140 | 14,891 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,811,593 | 12,805 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,887,391 | 13,161 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,106,748 | 11,073 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,392,447 | 10,905 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,104,970 | 11,297 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,074,732 | 10,736 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,943,594 | 10,775 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,689,724 | 11,121 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,399,718 | 11,011 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,433,438 | 10,996 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,185,562 | 11,478 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $814,800 | 9,700 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,119,717 | 9,909 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,065,498 | 10,032 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,519,136 | 466 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,613,820 | 484 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,110,343 | 338 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,909,288 | 555 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,197,408 | 387 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,120,383 | 344 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||