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Heritage Family Offices, LLP → AMZN

Heritage Family Offices, LLP AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
4
Latest value
$4M
Q3 2026
Peak value
$4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$663K
Q1 2026$2.1M
Q2 2026$3.5M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M16.0K——
Q2 2026$3.5M14.5K——
Q1 2026$2.1M10.1K——
Q4 2025$663K2.9K——

Other funds holding AMZN

Other Heritage Family Offices, LLP positions

NONOF

ISHARES TR

$16.8M
STT-PG

SPDR INDEX SHS FDS

$15.9M
VGES

VANGUARD TAX-MANAGED FDS

$14.4M
VGES

VANGUARD TAX-MANAGED FDS

$12M
NONOF

ISHARES TR

$11.6M
STT-PG

SPDR INDEX SHS FDS

$10.7M
ETHA

ISHARES TR

$10.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.1M