Position in AMZN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,321,552
+$2,540,794 QoQ
Shares Held
43,306
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#2,227
of 6,083 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $10,407,961 across 2 Internet Retail names. AMZN ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
43,306 | $10,321,552 | |
| 2 | NXH |
Neighborhood Intelligence, Inc.
|
14,924 | $86,409 |
All Filings in AMZN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,321,552 | 43,306 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,780,758 | 37,359 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,039,603 | 39,163 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,971,488 | 36,305 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,395,636 | 33,710 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,313,391 | 27,927 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,949,198 | 27,117 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $4,649,981 | 24,062 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $2,739,934 | 18,033 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,274,558 | 17,893 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,977,039 | 15,166 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,582,092 | 15,317 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $922,068 | 10,977 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,672,739 | 14,803 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,593,468 | 15,003 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,672,354 | 513 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,590,480 | 477 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,028,217 | 313 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $997,646 | 290 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $915,847 | 296 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $882,628 | 271 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||