AMZN — AMAZON COM INC

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported AMAZON COM INC (AMZN) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.33% in 2024 Q4. The latest visible filing shows AMZN at 0.29% 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 Pinnacle Financial Group, LLC / IL'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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% 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
2023 Q4 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.

AMZN stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,379 +222 +5.3% 0.29% $1.0M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 4,157 +63 +1.5% 0.28% $913K 2025-11-12 $244.20
2025 Q2 ADDED 4,094 +365 +9.8% 0.30% $898K 2025-08-11 $221.30
2025 Q1 REDUCED 3,729 -89 -2.3% 0.26% $709K 2025-05-15 $205.17
2024 Q4 ADDED 3,818 +799 +26.5% 0.33% $838K 2025-02-18 $226.65
2024 Q3 REDUCED 3,019 -38 -1.2% 0.22% $562K 2024-11-12 $208.91
2024 Q2 ADDED 3,057 +197 +6.9% 0.25% $591K 2024-08-08 $165.80
2024 Q1 UNCHANGED 2,860 — 0% 0.23% $516K 2024-05-15 $185.99
2023 Q4 ADDED 2,860 +400 +16.3% 0.22% $434K 2024-02-13 $168.64
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMZN

As of 2026 Q1 — sorted by position size

Luma Capital S.A. - SPF 15.78% SANDER CAPITAL ADVISORS INC 3Y 7Y 15.48% Draper Asset Management, LLC 3Y 14.47% Hoffman, Alan N Investment Management 3Y 14.36% Barton Investment Management 3Y 7Y 12.99% PICTET BANK & TRUST Ltd 3Y 7Y 12.31% Viewpoint Capital Management LLC 3Y 12.17% Arkfeld Wealth Strategies, L.L.C. 3Y 11.49% Manitou Investment Management Ltd. 3Y 7Y 11.47% Maestria Partners LLC 11.2%

FAQ About Pinnacle Financial Group, LLC / IL and AMZN

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

How long has Pinnacle Financial Group, LLC / IL reported owning AMZN?

Pinnacle Financial Group, LLC / IL reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for AMZN was 0.33% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 4,379 shares, equal to 0.29% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AMZN ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL'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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