Position in AMZN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$155,057,330
+$22,013,413 QoQ
Shares Held
650,572
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#568
of 6,107 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,882,886
PutShares
7,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $161,999,793 across 10 Internet Retail names. AMZN ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
650,572 | $155,057,330 | |
| 2 | EBAY |
Ebay Inc
|
26,770 | $2,991,547 | |
| 3 | DASH |
DoorDash, Inc.
|
7,584 | $1,399,475 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,561 | $725,704 | |
| 5 | ETSY |
Etsy Inc
|
5,652 | $425,765 | |
| 6 | CART |
Maplebear Inc.
|
8,662 | $410,145 | |
| 7 | W |
Wayfair Inc.
|
4,263 | $393,986 | |
| 8 | MELI |
Mercadolibre Inc
|
190 | $322,504 |
All Filings in AMZN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,886 | 7,900 | Put | Sole | 2026-07-29 | |
| 2026-06-30 | $155,057,330 | 650,572 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,645,333 | 7,900 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $133,043,917 | 638,805 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,938,888 | 8,400 | Put | Sole | 2026-01-28 | |
| 2025-12-31 | $142,659,916 | 618,057 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $131,457,656 | 598,705 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $2,173,743 | 9,900 | Put | Sole | 2025-10-23 | |
| 2025-06-30 | $113,292,557 | 516,398 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $307,146 | 1,400 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $266,364 | 1,400 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $106,661,658 | 560,610 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $91,456,012 | 416,865 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $70,753,227 | 379,720 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $68,273,292 | 353,290 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $52,386,500 | 290,423 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $40,070,528 | 263,726 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $33,270,100 | 261,722 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $27,567,750 | 211,474 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $20,911,783 | 202,457 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $16,007,208 | 190,562 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $16,992,827 | 150,379 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $15,069,499 | 141,884 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,921,554 | 6,111 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,661,394 | 4,697 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||