Heritage Family Offices, LLP
Family OfficePosition in AMZN — Amazon Com Inc
CIK 2019316
SCOTTSDALE, AZ
Position in AMZN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,453,546
+$1,347,312 QoQ
Shares Held
14,490
+43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#3,542
of 6,107 holders
Holding Since
Jun 2024
8 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, 2026Heritage Family Offices, LLP holds $3,675,816 across 2 Internet Retail names. AMZN ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
14,490 | $3,453,546 | |
| 2 | EBAY |
Ebay Inc
|
1,989 | $222,270 |
All Filings in AMZN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,453,546 | 14,490 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,106,234 | 10,113 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $662,684 | 2,871 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $339,894 | 1,548 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $360,677 | 1,644 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $312,787 | 1,644 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $354,095 | 1,614 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $206,197 | 1,067 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||