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Disclosery

Heritage Wealth Advisors: AMZN position timeline

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

Heritage Wealth Advisors held 197,145 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,145 shares
    Change vs previous 13F -4,116 shares

    1.61% of the 13F portfolio, value $46,987,472.

    13F-HR 0001591122-26-000008 filed by Heritage 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 201,261 shares
    Change vs previous 13F -66,254 shares

    1.64% of the 13F portfolio, value $41,916,534.

    13F-HR 0001591122-26-000003 filed by Heritage 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 267,515 shares
    Change vs previous 13F +40,760 shares

    2.36% of the 13F portfolio, value $61,747,722.

    13F-HR 0001591122-26-000002 filed by Heritage 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 226,755 shares
    Change vs previous 13F +192,840 shares

    2.18% of the 13F portfolio, value $49,788,509.

    13F-HR 0001591122-25-000010 filed by Heritage 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 33,915 shares
    Change vs previous 13F -154 shares

    0.35% of the 13F portfolio, value $7,440,554.

    13F-HR 0001591122-25-000007 filed by Heritage 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 34,069 shares
    Change vs previous 13F +3,616 shares

    0.33% of the 13F portfolio, value $6,481,918.

    13F-HR 0001591122-25-000004 filed by Heritage 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 30,453 shares
    Change vs previous 13F -250 shares

    0.33% of the 13F portfolio, value $6,681,059.

    13F-HR 0001591122-25-000002 filed by Heritage 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 30,703 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,720,869.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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