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Heritage Wealth Partners, LLC: AMZN position timeline

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

Heritage Wealth Partners, LLC held 9,781 AMZN shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 9,781 shares
    Change vs previous 13F -3,279 shares

    2.84% of the 13F portfolio, value $1,860,933.

    13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 13,060 shares
    Change vs previous 13F +494 shares

    3.59% of the 13F portfolio, value $2,865,233.

    13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,566 shares
    Change vs previous 13F -1,321 shares

    2.75% of the 13F portfolio, value $2,341,423.

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,887 shares
    Change vs previous 13F +1,916 shares

    3.89% of the 13F portfolio, value $2,683,663.

    13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 11,971 shares
    Change vs previous 13F 0 shares

    3.71% of the 13F portfolio, value $1,818,874.

    13F-HR 0001963794-24-000002 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 11,971 shares
    Change vs previous 13F -205 shares

    3.71% of the 13F portfolio, value $1,818,874.

    13F-HR 0001963794-24-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 12,176 shares
    Change vs previous 13F +2,394 shares

    3.3% of the 13F portfolio, value $1,547,813.

    13F-HR 0001963794-23-000004 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 9,782 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,275,182.

    13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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