AMZN β€” AMAZON COM INC

Ownership history in ELLERSON GROUP INC /ADV  Β·  9 quarters on record

AI Ownership Summary

ELLERSON GROUP INC /ADV reported AMAZON COM INC (AMZN) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.78% in 2024 Q4. The latest visible filing shows AMZN at 2.72% 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 ELLERSON GROUP INC /ADV'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 2.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.78% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 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 ELLERSON GROUP INC /ADV held AMZN β€” position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 17,403 +20 +0.1% 2.72% $4.0M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 17,383 -321 -1.8% 2.37% $3.8M 2025-11-10 $248.40
2025 Q2 UNCHANGED 17,704 β€” 0% 2.68% $3.4M 2025-08-07 $223.13
2025 Q1 ADDED 17,704 +311 +1.8% 2.68% $3.4M 2025-05-12 $208.64
2024 Q4 REDUCED 17,393 -325 -1.8% 2.78% $3.8M 2025-02-07 $229.15
2024 Q3 REDUCED 17,718 -475 -2.6% 2.59% $3.3M 2024-11-12 $208.91
2024 Q2 ADDED 18,193 +16,303 +862.6% 2.67% $3.5M 2024-08-07 $162.77
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ELLERSON GROUP INC /ADV and AMZN

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

How long has ELLERSON GROUP INC /ADV reported owning AMZN?

ELLERSON GROUP INC /ADV reported AMZN across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AMZN position in ELLERSON GROUP INC /ADV's portfolio?

The largest reported portfolio weight for AMZN was 2.78% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when ELLERSON GROUP INC /ADV reported 17,403 shares, equal to 2.72% of portfolio, with an estimated market value of $4.0M.

What does the chart on this AMZN ownership page compare?

The chart compares ELLERSON GROUP INC /ADV'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.

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