Skip to content
Disclosery

Highland Financial Advisors, LLC: AMZN position timeline

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

Highland Financial Advisors, LLC held 6,350 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,350 shares
    Change vs previous 13F +252 shares

    0.33% of the 13F portfolio, value $1,513,384.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, LLC
    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 6,098 shares
    Change vs previous 13F +1,080 shares

    0.34% of the 13F portfolio, value $1,269,965.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 ended2025-12-31
    13F 5,018 shares
    Change vs previous 13F +177 shares

    0.32% of the 13F portfolio, value $1,158,153.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 ended2025-09-30
    13F 4,841 shares
    Change vs previous 13F +350 shares

    0.3% of the 13F portfolio, value $1,062,938.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 ended2025-06-30
    13F 4,491 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $985,280.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 ended2025-03-31
    13F 4,491 shares
    Change vs previous 13F -1,480 shares

    0.31% of the 13F portfolio, value $854,458.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 ended2024-12-31
    13F 5,971 shares
    Change vs previous 13F +1,480 shares

    0.45% of the 13F portfolio, value $1,310,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial 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 ended2024-09-30
    13F 4,491 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $837,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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