Position in AMZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,143,774
+$10,402,662 QoQ
Shares Held
298,497
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#859
of 6,129 holders
Holding Since
Jun 2022
16 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, 2026WCG Wealth Advisors LLC holds $71,719,692 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
|
298,497 | $71,143,774 | |
| 2 | CART |
Maplebear Inc.
|
12,163 | $575,918 |
All Filings in AMZN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,143,774 | 298,497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $60,741,112 | 291,646 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $62,438,887 | 270,509 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,237,156 | 114,939 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,847,034 | 108,697 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,313,869 | 106,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,993,327 | 118,480 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $23,434,537 | 125,769 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,870,819 | 123,523 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,760,655 | 115,094 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,647,803 | 142,476 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $18,074,938 | 142,188 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $6,274,970 | 60,751 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,011,420 | 47,755 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,934,823 | 43,671 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $481,154 | 4,258 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $5,004,084 | 47,115 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||