AMZN AMAZON COM INC

Ownership history in Beacon Pointe Advisors, LLC  ·  39 quarters on record

AI Ownership Summary

Beacon Pointe Advisors, LLC reported AMAZON COM INC (AMZN) in 39 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.36% in 2024 Q2. The latest visible filing shows AMZN at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMZN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Pointe Advisors, LLC's position in AMAZON COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMZN was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Pointe Advisors, LLC held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 15 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 650,162 +87,318 +15.5% 1.05% $150.1M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 562,844 +561,444 +40103.1% 1.05% $123.6M 2025-11-14 $234.69
2025 Q2 REDUCED 1,400 -569,177 -99.8% 0.00% $307K 2025-08-13 $224.56
2025 Q2 ADDED 570,577 +566,977 +15749.4% 1.31% $125.2M 2025-08-13 $224.56
2025 Q1 REDUCED 3,600 -545,094 -99.3% 0.01% $685K 2025-05-13 $211.37
2025 Q1 REDUCED 548,694 -6,935 -1.2% 1.17% $104.4M 2025-05-13 $211.37
2024 Q4 REDUCED 555,629 -19,428 -3.4% 1.35% $121.9M 2025-02-14 $228.68
2024 Q3 REDUCED 575,057 -18,445 -3.1% 1.24% $107.2M 2024-11-14 $211.48
2024 Q2 ADDED 593,502 +592,202 +45554.0% 1.36% $114.7M 2024-08-12 $166.80
2024 Q1 REDUCED 1,300 -619,837 -99.8% 0.00% $234K 2024-05-14 $187.07
2024 Q1 ADDED 621,137 +593,137 +2118.3% 1.25% $112.0M 2024-05-14 $187.07
2023 Q4 REDUCED 28,000 -585,437 -95.4% 0.05% $4.3M 2024-02-08 $169.84
2023 Q4 ADDED 613,437 +47 +0.0% 1.11% $93.2M 2024-02-08 $169.84
2023 Q3 ADDED 613,390 +583,190 +1931.1% 0.97% $78.0M 2023-11-14 $145.80
2023 Q3 REDUCED 30,200 -442,471 -93.6% 0.00% $30K 2023-11-14 $145.80
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Pointe Advisors, LLC and AMZN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Pointe Advisors, LLC reported owning AMZN?

Beacon Pointe Advisors, LLC reported AMZN across 15 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMZN position in Beacon Pointe Advisors, LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.36% in 2024 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Pointe Advisors, LLC reported 650,162 shares, equal to 1.05% of portfolio, with an estimated market value of $150.1M.

What does the chart on this AMZN ownership page compare?

The chart compares Beacon Pointe Advisors, LLC's quarterly AMZN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Beacon Pointe Advisors, LLC Holdings