Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionSharkey, Howes & Javer
Latest Disclosed Ownership1,098 shares
Latest Disclosed Value $ 228,680
Sharkey, Howes & Javer ownership in AMZ / Amazon.com, Inc.

On April 8, 2026 - Sharkey, Howes & Javer filed a 13F-HR form disclosing ownership of 1,098 shares of Amazon.com, Inc. (BG:AMZ) valued at $228,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 1,098 shares of Amazon.com, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F AMAZON COM COM 023135106 1,098 0 0.00 229 -9.88 0.0308
2026-01-13 2025-12-31 13F AMAZON COM COM 023135106 1,098 0 0.00 253 4.98 0.0322
2025-10-10 2025-09-30 13F AMAZON COM COM 023135106 1,098 143 14.97 241 15.31 0.0310
2025-07-10 2025-06-30 13F AMAZON COM COM 023135106 955 955 210 0.0281
2025-04-30 2025-03-31 13F AMAZON COM COM 023135106 0 -1,093 -100.00 0 -100.00
2025-02-05 2024-12-31 13F AMAZON COM COM 023135106 1,093 1,093 240 0.0337
2022-11-02 2022-09-30 13F AMAZON COM COM 023135106 0 -2,160 -100.00 0 -100.00
2022-07-27 2022-06-30 13F AMAZON COM COM 023135106 2,160 2,052 1,900.00 229 -34.94 0.0555
2022-04-25 2022-03-31 13F AMAZON COM COM 023135106 108 0 0.00 352 -2.22 0.0806
2022-02-03 2021-12-31 13F AMAZON COM COM 023135106 108 0 0.00 360 1.41 0.0813
2021-10-29 2021-09-30 13F AMAZON COM COM 023135106 108 26 31.71 355 25.89 0.0918
2021-07-28 2021-06-30 13F AMAZON COM COM 023135106 82 -5 -5.75 282 4.83 0.0748
2021-04-21 2021-03-31 13F AMAZON COM COM 023135106 87 -5 -5.43 269 -10.33 0.0841
2021-02-04 2020-12-31 13F AMAZON COM COM 023135106 92 12 15.00 300 19.05 0.1002
2020-10-21 2020-09-30 13F AMAZON COM COM 023135106 80 -2 -2.44 252 11.50 0.0958
2020-07-22 2020-06-30 13F AMAZON COM COM 023135106 82 82 226 0.0998
2019-11-01 2019-09-30 13F Amazon.com Large Blend 023135106 0 -65 -100.00 0 -100.00
2019-07-24 2019-06-30 13F Amazon.com Large Blend 023135106 65 0 0.00 123 6.03 0.0558
2019-04-18 2019-03-31 13F Amazon.com Large Blend 023135106 65 65 116 0.0541
2019-01-25 2018-12-31 13F Amazon.com Large Blend 023135106 0 -47 -100.00 0 -100.00
2018-10-19 2018-09-30 13F Amazon.com Large Blend 023135106 47 0 0.00 94 17.50 0.0492
2018-07-26 2018-06-30 13F Amazon.com Large Blend 023135106 47 -1 -2.08 80 15.94 0.0444
2018-04-26 2018-03-31 13F Amazon.com Large Blend 023135106 48 1 2.13 69 25.45 0.0390
2018-02-15 2017-12-31 13F/A-1 Amazon.com Large Blend 023135106 47 0 0.00 55 19.57 0.0321
2018-02-14 2017-12-31 13F Amazon.com Large Blend 023135106 47 55
2017-10-11 2017-09-30 13F Amazon.com Large Blend 023135106 47 0 0.00 46 2.22 0.0242
2017-07-19 2017-06-30 13F Amazon.com Large Blend 023135106 47 0 0.00 45 7.14 0.0254
2017-05-10 2017-03-31 13F Amazon.com Large Blend 023135106 47 0 0.00 42 20.00 0.0222
2017-01-24 2016-12-31 13F Amazon.com Large Blend 023135106 47 0 0.00 35 -10.26 0.0212
2016-11-02 2016-09-30 13F Amazon.com Large Blend 023135106 47 0 0.00 39 14.71 0.0236
2016-08-05 2016-06-30 13F Amazon.com Large Blend 023135106 47 -27 -36.49 34 -22.73 0.0212
2016-04-22 2016-03-31 13F Amazon.com Large Blend 023135106 74 -32 -30.19 44 -38.89 0.0323
2016-02-09 2015-12-31 13F/A-1 Amazon.com Large Blend 023135106 106 -7 -6.19 72 20.00 0.0502
2016-02-08 2015-12-31 13F Aegon Nv Pfd Large Blend 023135106 1,000 26
2015-11-05 2015-09-30 13F Amazon.com Large Blend 023135106 113 66 140.43 60 200.00 0.0462
2015-08-05 2015-06-30 13F Amazon.com Large Blend 023135106 47 47 20 0.0151
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.