Synergy Financial Group, LTD

Position in AMZN — Amazon Com Inc

CIK 1905669 SAN RAMON, CA

Position in AMZN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$9,560,294

+$1,057,255 QoQ

Shares Held

40,112

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

8.79%

of 13F equity value

Holder Rank

#2,323

of 6,107 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Synergy Financial Group, LTD holds $12,374,047 across 3 Internet Retail names. AMZN ranks #1 (77.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc This page	40,112	$9,560,294
2	MELI	Mercadolibre Inc	1,526	$2,590,217
3	JD	JD.com, Inc.	8,773	$223,536

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,560,294	40,112	-1.8%	Shares	Sole	2026-08-05
2026-03-31	$8,503,039	40,827	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$9,585,954	41,530	-2.9%	Shares	Sole	2026-02-17
2025-09-30	$9,389,911	42,765	+4.7%	Shares	Sole	2025-11-17
2025-06-30	$8,962,081	40,850	+2.6%	Shares	Sole	2025-08-15
2025-03-31	$7,572,157	39,799	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$9,043,475	41,221	-2.5%	Shares	Sole	2025-02-04
2024-09-30	$7,880,454	42,293	+0.1%	Shares	Sole	2024-11-18
2024-06-30	$8,161,334	42,232	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$7,623,760	42,265	-0.4%	Shares	Sole	2024-05-15
2023-12-31	$6,445,142	42,419	-0.9%	Shares	Sole	2024-02-15
2023-09-30	$5,441,244	42,804	-0.9%	Shares	Sole	2023-11-02
2023-06-30	$5,628,162	43,174	+8.3%	Shares	Sole	2023-08-16
2023-03-31	$4,117,862	39,867	-2.9%	Shares	Sole	2023-05-03
2022-12-31	$3,448,200	41,050	-10.7%	Shares	Sole	2023-02-03
2022-09-30	$5,194,497	45,969	+4.8%	Shares	Sole	2022-11-01
2022-06-30	$4,657,414	43,851	+1878.8%	Shares	Sole	2022-08-04
2022-03-31	$7,224,049	2,216	+4.4%	Shares	Sole	2022-08-03
2021-12-31	$7,078,803	2,123	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.