Position in AMZN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,848,432
+$1,310,899 QoQ
Shares Held
53,908
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
#2,020
of 6,129 holders
Holding Since
Sep 2021
20 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, 2026Roberts Wealth Advisors, LLC holds $18,970,723 across 2 Internet Retail names. AMZN ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
53,908 | $12,848,432 | |
| 2 | SE |
Sea Ltd
|
63,887 | $6,122,291 |
All Filings in AMZN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,848,432 | 53,908 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,537,533 | 55,397 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,583,009 | 50,182 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $11,874,784 | 54,082 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,187,333 | 55,551 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,527,276 | 55,331 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,347,269 | 56,280 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,559,507 | 56,671 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,632,035 | 55,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,912,422 | 54,953 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $28,333 | 60,861 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,922,754 | 62,325 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,135,246 | 62,406 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $6,735,437 | 65,209 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,400,276 | 64,289 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $7,478,566 | 66,182 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $6,871,680 | 64,699 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,467,699 | 3,211 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $10,559,854 | 3,167 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $10,006,231 | 3,046 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||