Position in AMZN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,002,414
+$2,266,434 QoQ
Shares Held
41,967
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#2,266
of 6,083 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Root Financial Partners, LLC holds $10,216,929 across 2 Internet Retail names. AMZN ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
41,967 | $10,002,414 | |
| 2 | BABA |
Alibaba Group Holding Ltd
|
2,235 | $214,515 |
All Filings in AMZN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,002,414 | 41,967 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,735,980 | 37,144 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,214,103 | 39,919 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,520,272 | 34,250 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,192,042 | 32,782 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,892,922 | 30,973 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,298,926 | 24,153 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,335,679 | 17,902 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,819,062 | 9,413 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,370,346 | 7,597 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $702,874 | 4,626 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $336,359 | 2,646 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $261,111 | 2,003 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||