Amazon.com, Inc.
BG ˙ BUL ˙ US0231351067
SecurityBG:AMZ / Amazon.com, Inc.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership3,193 shares
Latest Disclosed Value $ 665,007
True Wealth Design, LLC reports 32.27% increase in ownership of AMZ / Amazon.com, Inc.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 3,193 shares of Amazon.com, Inc. (BG:AMZ) valued at $665,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,414 shares of Amazon.com, Inc.. This represents a change in shares of 32.27% 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)
2026-04-13 2026-03-31 13F AMAZON COM COM 023135106 3,193 779 32.27 665 19.39 0.1845
2026-01-08 2025-12-31 13F AMAZON COM COM 023135106 2,414 127 5.55 557 10.96 0.1633
2025-10-21 2025-09-30 13F AMAZON COM COM 023135106 2,287 397 21.01 502 21.26 0.1534
2025-08-06 2025-06-30 13F AMAZON COM COM 023135106 1,890 -109 -5.45 415 8.95 0.1461
2025-05-13 2025-03-31 13F AMAZON COM COM 023135106 1,999 334 20.06 380 4.11 0.1448
2025-02-14 2024-12-31 13F AMAZON COM COM 023135106 1,665 -31 -1.83 365 15.51 0.1417
2024-11-14 2024-09-30 13F AMAZON COM COM 023135106 1,696 252 17.45 316 13.26 0.1234
2024-08-14 2024-06-30 13F AMAZON COM COM 023135106 1,444 60 4.34 279 12.05 0.0690
2024-05-14 2024-03-31 13F AMAZON COM COM 023135106 1,384 114 8.98 250 29.69 0.0622
2024-02-14 2023-12-31 13F AMAZON COM COM 023135106 1,270 338 36.27 193 62.71 0.0543
2023-11-13 2023-09-30 13F AMAZON COM COM 023135106 932 1 0.11 118 -2.48 0.0397
2023-08-14 2023-06-30 13F AMAZON COM COM 023135106 931 -185 -16.58 121 5.22 0.0444
2023-05-12 2023-03-31 13F AMAZON COM COM 023135106 1,116 521 87.56 115 134.69 0.0483
2023-02-15 2022-12-31 13F AMAZON COM COM 023135106 595 595 50 0.0231
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.