AMZN AMAZON COM INC

Ownership history in ROBERTS GLORE & CO INC /IL/  ·  36 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported AMAZON COM INC (AMZN) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q2. The latest visible filing shows AMZN at 1.58% 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 ROBERTS GLORE & CO INC /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 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q2

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.

How ROBERTS GLORE & CO INC /IL/ held AMZN — position size vs. price
% of Fund (quarterly)    AMZN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,760 +295 +1.2% 1.58% $5.9M 2026-02-14 (Est.) $198.79
2025 Q3 REDUCED 25,465 -310 -1.2% 1.53% $5.6M 2025-11-12 $244.20
2025 Q2 ADDED 25,775 +2 +0.0% 1.65% $5.7M 2025-08-07 $223.13
2025 Q1 ADDED 25,773 +874 +3.5% 1.50% $4.9M 2025-05-09 $193.06
2024 Q4 REDUCED 24,899 -1,155 -4.4% 1.62% $5.5M 2025-02-07 $229.15
2024 Q3 REDUCED 26,054 -511 -1.9% 1.40% $4.9M 2024-11-14 $211.48
2024 Q2 ADDED 26,565 +5 +0.0% 1.55% $5.1M 2024-08-14 $170.10
2024 Q1 REDUCED 26,560 -290 -1.1% 1.43% $4.8M 2024-05-09 $189.50
2023 Q4 REDUCED 26,850 -255 -0.9% 1.27% $4.1M 2024-02-12 $172.34
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROBERTS GLORE & CO INC /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 ROBERTS GLORE & CO INC /IL/ reported owning AMZN?

ROBERTS GLORE & CO INC /IL/ reported AMZN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for AMZN was 1.65% in 2025 Q2.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when ROBERTS GLORE & CO INC /IL/ reported 25,760 shares, equal to 1.58% of portfolio, with an estimated market value of $5.9M.

What does the chart on this AMZN ownership page compare?

The chart compares ROBERTS GLORE & CO INC /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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