Position in AMZN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$739,807
-$109,934 QoQ
Shares Held
3,104
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#5,201
of 6,107 holders
Holding Since
Jun 2023
13 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, 2026Plan Group Financial, LLC holds $1,099,169 across 2 Internet Retail names. AMZN ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
3,104 | $739,807 | |
| 2 | SE |
Sea Ltd
|
3,750 | $359,362 |
All Filings in AMZN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,807 | 3,104 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $849,741 | 4,080 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,381,457 | 5,985 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,554,116 | 7,078 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,574,342 | 7,176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $884,328 | 4,648 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $298,151 | 1,359 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $271,669 | 1,458 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,076,402 | 5,570 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,017,884 | 5,643 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $855,422 | 5,630 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $722,931 | 5,687 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $747,875 | 5,737 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||