Position in AMZN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,230,311
-$4,022,883 QoQ
Shares Held
5,162
-79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#4,740
of 6,107 holders
Holding Since
Jun 2023
7 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, 2026TrueWealth Financial Partners holds $1,648,879 across 2 Internet Retail names. AMZN ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
5,162 | $1,230,311 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
4,361 | $418,568 |
All Filings in AMZN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,311 | 5,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,253,194 | 25,223 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $960,399 | 4,374 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $925,167 | 4,217 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $281,392 | 1,560 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $237,026 | 1,560 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $685,693 | 5,260 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||