Position in AMZN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$151,104,223
-$41,788,786 QoQ
Shares Held
633,986
-31.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#574
of 6,107 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Derivatives in AMZN
reported options exposure · as of Jun 30, 2026CallValue
$23,834
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $168,158,745 across 18 Internet Retail names. AMZN ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
This page
|
633,986 | $151,104,223 | |
| 2 | MELI |
Mercadolibre Inc
|
8,635 | $14,656,962 | |
| 3 | EBAY |
Ebay Inc
|
11,495 | $1,284,566 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
3,721 | $357,141 | |
| 5 | DASH |
DoorDash, Inc.
|
1,480 | $273,104 | |
| 6 | CART |
Maplebear Inc.
|
4,760 | $225,386 | |
| 7 | SE |
Sea Ltd
|
1,072 | $102,729 | |
| 8 | PDD |
PDD Holdings Inc.
|
667 | $50,878 |
All Filings in AMZN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,834 | 100 | Call | Sole | 2026-08-06 | |
| 2026-06-30 | $151,104,223 | 633,986 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $192,893,009 | 926,168 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $87,956,500 | 381,061 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $78,029,030 | 355,372 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $78,742,142 | 358,914 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,764,313 | 340,399 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,172,927 | 333,529 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $61,893,236 | 332,170 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $61,641,532 | 318,973 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,259,252 | 123,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,211,832 | 119,862 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,218,149 | 135,448 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,831,204 | 98,429 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,615,935 | 83,415 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,750,156 | 80,359 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,932,311 | 79,047 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,033,977 | 94,473 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,302,205 | 4,694 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,131,234 | 4,538 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,938,424 | 4,243 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,534,676 | 4,225 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,933,254 | 4,180 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,666,200 | 3,889 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,528,056 | 3,026 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,763,319 | 2,814 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,026,378 | 2,578 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||