SEC 13F Intelligence

Lifeplan Financial, LLC / AMZN

Lifeplan Financial, LLC’s Amazon Com Inc Position

Does Lifeplan Financial, LLC own Amazon Com Inc (AMZN)? Yes — 7.3K shares worth $2M (+1.12% of its 13F portfolio) as of Q1 2026, up from 5.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.3K
% of Portfolio
+1.12%
Quarters Held
10
currently held

Position History AMZN

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $947,495Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.3K$2M+1.12%
Q4 20255.5K$1M+0.98%
Q3 20255.5K$1M+0.96%
Q2 20255.4K$1M+0.99%
Q1 20255.0K$947,495+0.83%
Q4 20245.4K$1M+1.05%
Q3 20246.1K$1M+0.97%
Q2 20246.1K$1M+1.09%
Q1 20246.8K$1M+1.13%
Q4 20238.4K$1M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of AMZN.