AMZN — AMAZON.COM INC

Ownership history in Halpern Financial, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in AMAZON.COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.89% (2024 Q1)
Avg. % of fund
0.69%
First filed
2023 Q2
Last filed
2024 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 16,470 — 0% 0.78% $3.0M $186.33
2024 Q2 REDUCED 16,470 -340 -2.0% 0.87% $3.2M $193.25
2024 Q1 ADDED 16,810 +840 +5.3% 0.89% $3.1M $180.38
2023 Q4 REDUCED 15,970 -180 -1.1% 0.74% $2.4M $151.94
2023 Q3 ADDED 16,150 +16,032 +13586.4% 0.71% $2.1M $127.12
2023 Q2 INITIATED 118 — — 0.17% $218K $130.36
% of Fund (quarterly)    AMZN price (monthly, adj. close)

Other funds also holding AMZN

As of 2025 Q4 — sorted by position size

I.G.Y. Ltd 3Y 44.57% Skye Global Management LP 3Y 7Y 38.22% BRIGHTON JONES LLC 3Y 7Y 34.08% ALTAROCK PARTNERS LP 3Y 7Y 33.1% BSN Capital Partners Ltd 3Y 30.13% Nellore Capital Management LLC 3Y 26.28% Kapitalo Investimentos Ltda 24.95% Spark Investment Management LLC 3Y 7Y 24.81% CRITERIA CAIXA, S.A.U. 22.38% MILLER WEALTH ADVISORS, LLC 3Y 21.5%
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