Position in AMZN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$409,468
+$51,661 QoQ
Shares Held
1,718
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#5,617
of 6,107 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $429,832 across 4 Internet Retail names. AMZN ranks #1 (95.3% of the industry book) .
All Filings in AMZN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,468 | 1,718 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $357,807 | 1,718 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $370,696 | 1,606 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $237,794 | 1,083 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||