Position in AMZN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$673,548
+$128,298 QoQ
Shares Held
2,826
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.06%
of 13F equity value
Holder Rank
#5,274
of 6,094 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $730,631 across 4 Internet Retail names. AMZN ranks #1 (92.2% 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 | $673,548 | 2,826 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $545,250 | 2,618 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $423,554 | 1,835 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $328,476 | 1,496 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $314,166 | 1,432 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $283,487 | 1,490 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $366,600 | 1,671 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $309,121 | 1,659 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $346,690 | 1,794 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $288,066 | 1,597 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $131,124 | 863 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||