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HCR Wealth Advisors: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on AMZN, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 58,530 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,530 shares
    Change vs previous 13F +2,235 shares

    1.25% of the 13F portfolio, value $13,950,179.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,295 shares
    Change vs previous 13F +2,507 shares

    1.22% of the 13F portfolio, value $11,724,559.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,788 shares
    Change vs previous 13F +1,204 shares

    1.23% of the 13F portfolio, value $12,415,346.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 52,584 shares
    Change vs previous 13F +246 shares

    1.21% of the 13F portfolio, value $11,695,207.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 52,338 shares
    Change vs previous 13F +1,001 shares

    1.35% of the 13F portfolio, value $11,482,433.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,337 shares
    Change vs previous 13F +1,231 shares

    1.27% of the 13F portfolio, value $9,767,377.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,106 shares
    Change vs previous 13F -1,228 shares

    1.38% of the 13F portfolio, value $10,992,755.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,334 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $9,565,064.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).