SEC 13F Intelligence

Heritage Wealth Partners, LLC / AMZN

Heritage Wealth Partners, LLC’s Amazon Com Inc Position

Does Heritage Wealth Partners, LLC own Amazon Com Inc (AMZN)? Yes — 9.8K shares worth $2M (+2.84% of its 13F portfolio) as of Q1 2025, down from 13.1K shares the prior filed quarter.

Position Value
$2M
Q1 2025
Shares
9.8K
% of Portfolio
+2.84%
Quarters Held
9
currently held

Position History AMZN

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q2 ’23: $1MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20259.8K$2M+2.84%
Q4 202413.1K$3M+3.59%
Q3 202412.6K$2M+2.75%
Q2 202413.9K$3M+3.89%
Q1 202412.0K$2M+3.71%
Q4 202312.0K$2M+3.71%
Q3 202312.2K$2M+3.30%
Q2 20239.8K$1M+0.75%
Q4 202210.5K$1M+0.93%

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