Position in AMZN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,906,773
+$978,789 QoQ
Shares Held
28,979
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#2,697
of 6,107 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $8,159,919 across 3 Internet Retail names. AMZN ranks #1 (84.6% of the industry book) .
All Filings in AMZN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,906,773 | 28,979 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,927,984 | 28,463 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,501,897 | 28,169 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,105,287 | 27,806 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,620,264 | 25,618 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,071,494 | 26,656 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,590,505 | 16,366 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,197,580 | 17,161 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||