WMG Financial Advisors, LLC

Position in AMZN — Amazon Com Inc

CIK 1906711 Knoxville, TN

Position in AMZN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,857,144

+$35,616 QoQ

Shares Held

7,792

-10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.14%

of 13F equity value

Holder Rank

#4,289

of 6,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 8% None 92%

Consumer Cyclical · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $2,411,247 across 2 Internet Retail names. AMZN ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMZN	Amazon Com Inc This page	7,792	$1,857,144
2	NXH	Neighborhood Intelligence, Inc.	95,700	$554,103

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,857,144	7,792	-10.9%	Shares	Defined	2026-07-23
2026-03-31	$1,821,528	8,746	-1.2%	Shares	Other	2026-04-23
2025-12-31	$2,044,140	8,856	-17.0%	Shares	Sole	2026-01-28
2025-09-30	$2,342,371	10,668	+8.1%	Shares	Sole	2025-10-23
2025-06-30	$2,164,281	9,865	-0.3%	Shares	Other	2025-07-24
2025-03-31	$1,883,002	9,897	+4.8%	Shares	Sole	2025-05-06
2024-12-31	$2,072,795	9,448	+6.0%	Shares	Sole	2025-02-06
2024-09-30	$1,660,385	8,911	+23.3%	Shares	Defined	2024-10-31
2024-06-30	$1,396,810	7,228	+22.5%	Shares	Other	2024-07-30
2024-03-31	$1,064,601	5,902	+17.9%	Shares	Defined	2024-05-07
2023-12-31	$760,915	5,008	-2.2%	Shares	Other	2024-02-08
2023-09-30	$650,854	5,120	-49.3%	Shares	Sole	2023-11-14
2023-06-30	$1,316,766	10,101	-2.4%	Shares	Defined	2023-08-03
2023-03-31	$1,069,154	10,351	-5.2%	Shares	Sole	2023-04-18
2022-12-31	$917,616	10,924	-9.9%	Shares	Sole	2023-02-10
2022-09-30	$1,370,464	12,128	-9.9%	Shares	Sole	2022-10-18
2022-06-30	$1,429,054	13,455	+2180.5%	Shares	Defined	2022-08-08
2022-03-31	$1,923,369	590	+7.3%	Shares	Sole	2022-08-04
2021-12-31	$1,833,886	550	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.