Joule Financial, LLC

Position in AMZN — Amazon Com Inc

CIK 1929070 Lexington, KY

Position in AMZN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$683,559

+$43,546 QoQ

Shares Held

2,868

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#5,272

of 6,107 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Joule Financial, LLC holds $1,423,372 across 2 Internet Retail names. AMZN ranks #2 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BABA	Alibaba Group Holding Ltd	7,708	$739,813
2	AMZN	Amazon Com Inc This page	2,868	$683,559

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,559	2,868	-6.7%	Shares	Sole	2026-07-15
2026-03-31	$640,013	3,073	-55.7%	Shares	Sole	2026-04-14
2025-12-31	$1,599,351	6,929	-7.8%	Shares	Sole	2026-01-20
2025-09-30	$1,650,507	7,517	-3.5%	Shares	Sole	2025-11-03
2025-06-30	$1,709,048	7,790	+99.2%	Shares	Sole	2025-07-22
2025-03-31	$743,916	3,910	-4.1%	Shares	Sole	2025-04-11
2024-12-31	$894,233	4,076	-0.9%	Shares	Sole	2025-01-15
2024-09-30	$766,375	4,113	-4.4%	Shares	Sole	2024-10-17
2024-06-30	$831,748	4,304	+9.4%	Shares	Sole	2024-10-17
2024-03-31	$709,614	3,934	+15.3%	Shares	Sole	2024-10-17
2023-12-31	$518,571	3,413	-0.3%	Shares	Sole	2024-01-11
2023-09-30	$435,131	3,423	+1.3%	Shares	Sole	2023-10-26
2023-06-30	$440,356	3,378	+13.8%	Shares	Sole	2023-07-14
2023-03-31	$306,564	2,968	-45.7%	Shares	Sole	2023-04-13
2022-12-31	$459,312	5,468	-6.6%	Shares	Sole	2023-01-13
2022-09-30	$661,276	5,852	-34.7%	Shares	Sole	2022-10-19
2022-06-30	$951,641	8,960	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.