AMZN Amazon.com Inc

Ownership history in SS&H Financial Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

SS&H Financial Advisors, Inc. reported Amazon.com Inc (AMZN) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.46% in 2024 Q4. The latest visible filing shows AMZN at 2.77% 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 SS&H Financial Advisors, 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 2.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% 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 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 SS&H Financial Advisors, 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 41,080 +2,778 +7.3% 2.77% $9.5M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 38,302 +390 +1.0% 2.56% $8.4M 2025-10-17 $213.04
2025 Q2 REDUCED 37,912 -5,130 -11.9% 2.78% $8.3M 2025-08-05 $213.75
2025 Q1 REDUCED 43,042 -285 -0.7% 3.05% $8.2M 2025-04-10 $181.22
2024 Q4 REDUCED 43,327 -200 -0.5% 3.46% $9.5M 2025-01-14 $217.76
2024 Q3 UNCHANGED 43,527 0% 2.95% $8.1M 2024-10-09 $185.17
2024 Q2 ADDED 43,527 +2,640 +6.5% 3.28% $8.4M 2024-09-10 $179.55
2024 Q1 REDUCED 40,887 -400 -1.0% 3.07% $7.4M 2024-05-09 $189.50
2023 Q4 ADDED 41,287 +875 +2.2% 2.66% $6.3M 2024-02-13 $168.64
2023 Q3 REDUCED 40,412 -1,268 -3.0% 2.41% $5.1M 2023-10-18 $128.13
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SS&H Financial Advisors, 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 SS&H Financial Advisors, Inc. reported owning AMZN?

SS&H Financial Advisors, Inc. reported AMZN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMZN position in SS&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AMZN was 3.46% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when SS&H Financial Advisors, Inc. reported 41,080 shares, equal to 2.77% of portfolio, with an estimated market value of $9.5M.

What does the chart on this AMZN ownership page compare?

The chart compares SS&H Financial Advisors, 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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