AMZN AMAZON COM INC

Ownership history in Hofer & Associates. Inc  ·  14 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported AMAZON COM INC (AMZN) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.65% in 2024 Q1. The latest visible filing shows AMZN at 1.49% 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 Hofer & Associates. Inc'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 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2024 Q1

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 Hofer & Associates. Inc held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,221 +18 +0.1% 1.49% $2.8M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 12,203 +1,173 +10.6% 1.53% $2.7M 2025-10-21 $222.03
2025 Q2 ADDED 11,030 +277 +2.6% 1.51% $2.4M 2025-07-15 $226.35
2025 Q1 REDUCED 10,753 -22 -0.2% 1.39% $2.0M 2025-04-23 $180.60
2024 Q4 REDUCED 10,775 -16 -0.1% 1.59% $2.4M 2025-01-24 $234.85
2024 Q3 REDUCED 10,791 -61 -0.6% 1.39% $2.0M 2024-10-21 $189.07
2024 Q2 REDUCED 10,852 -15 -0.1% 1.63% $2.1M 2024-07-18 $183.75
2024 Q1 ADDED 10,867 +465 +4.5% 1.65% $2.0M 2024-04-22 $177.23
2023 Q4 UNCHANGED 10,402 0% 1.47% $1.6M 2024-01-22 $154.78
2023 Q3 ADDED 10,402 +96 +0.9% 1.36% $1.3M 2023-10-13 $129.79
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hofer & Associates. Inc and AMZN

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

How long has Hofer & Associates. Inc reported owning AMZN?

Hofer & Associates. Inc reported AMZN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMZN position in Hofer & Associates. Inc's portfolio?

The largest reported portfolio weight for AMZN was 1.65% in 2024 Q1.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Hofer & Associates. Inc reported 12,221 shares, equal to 1.49% of portfolio, with an estimated market value of $2.8M.

What does the chart on this AMZN ownership page compare?

The chart compares Hofer & Associates. Inc'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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