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Heartwood Wealth Advisors LLC: AMZN position timeline

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

Heartwood Wealth Advisors LLC held 11,837 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,837 shares
    Change vs previous 13F +320 shares

    0.23% of the 13F portfolio, value $2,949,189.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,517 shares
    Change vs previous 13F +12 shares

    0.21% of the 13F portfolio, value $2,744,962.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,505 shares
    Change vs previous 13F -452 shares

    0.21% of the 13F portfolio, value $2,396,146.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,957 shares
    Change vs previous 13F +1,057 shares

    0.25% of the 13F portfolio, value $2,759,915.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,900 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,393,313.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,900 shares
    Change vs previous 13F -202 shares

    0.25% of the 13F portfolio, value $2,391,351.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,102 shares
    Change vs previous 13F -56 shares

    0.24% of the 13F portfolio, value $2,112,267.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,158 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,447,954.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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