Position in AMZN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,113,917
+$14,369,470 QoQ
Shares Held
214,458
+21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#1,021
of 6,107 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $53,888,205 across 3 Internet Retail names. AMZN ranks #1 (94.9% of the industry book) .
All Filings in AMZN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,113,917 | 214,458 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $36,744,447 | 176,427 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $37,416,611 | 162,103 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $34,525,622 | 157,242 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $21,107,069 | 96,208 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $16,019,509 | 84,198 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $15,546,191 | 70,861 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $6,531,610 | 35,054 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $6,477,544 | 33,519 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $5,394,081 | 29,904 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,039,420 | 6,841 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||