Valeo Financial Advisors, LLC AMZN — AMAZON COM INC COM

Ownership history in Valeo Financial Advisors, LLC  ·  58 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported AMAZON COM INC COM (AMZN) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.76% in 2024 Q1. The latest visible filing shows AMZN at 0.00% 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 Valeo Financial Advisors, LLC's position in AMAZON COM INC COM, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% 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 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 Valeo Financial Advisors, LLC fund profile Valeo Financial Advisors, LLC full holdings
How Valeo Financial Advisors, LLC 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 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.8% -9.8% ✅ 500 -289,782 -99.8% 0.00% $8K 2026-02-14 (Est.) $198.79
2025 Q4 REDUCED — — — 290,282 -2,835 -1.0% 1.49% $67.0M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED — — — 293,117 +292,417 +41773.9% 1.47% $64.4M 2025-11-03 $254.00
2025 Q3 UNCHANGED — — — 700 — 0% 0.00% $10K 2025-11-03 $254.00
2025 Q3 ADDED — — — 700 +500 +250.0% 0.00% $154K 2025-11-03 $254.00
2025 Q2 REDUCED 100.0% +1.3% ❌ 200 -734,337 -100.0% 0.00% $44K 2025-07-22 $227.47
2025 Q2 ADDED — — — 734,537 +396,118 +117.0% 1.54% $64.1M 2025-07-22 $227.47
2025 Q1 ADDED — — — 338,419 +337,119 +25932.2% 1.51% $54.2M 2025-04-30 $184.42
2025 Q1 ADDED — — — 1,300 +600 +85.7% 0.01% $217K 2025-04-30 $184.42
2024 Q4 REDUCED 99.8% -13.3% ✅ 700 -300,963 -99.8% 0.00% $149K 2025-01-30 $234.64
2024 Q4 ADDED — — — 301,663 +301,363 +100454.3% 1.75% $62.8M 2025-01-30 $234.64
2024 Q3 REDUCED 99.9% +18.8% ❌ 300 -301,906 -99.9% 0.00% $56K 2024-10-10 $186.65
2024 Q3 ADDED — — — 302,206 +301,406 +37675.8% 1.52% $53.4M 2024-10-10 $186.65
2024 Q2 REDUCED 99.7% -3.6% ✅ 800 -298,675 -99.7% 0.00% $151 2024-07-10 $199.79
2024 Q2 REDUCED — — — 299,475 -190 -0.1% 1.72% $54.9M 2024-07-10 $199.79
2024 Q1 ADDED — — — 299,665 +298,665 +29866.5% 1.76% $51.3M 2024-04-19 $174.63
2024 Q1 REDUCED 16.7% +9.3% ❌ 1,000 -200 -16.7% 0.00% $171 2024-04-19 $174.63
2023 Q4 REDUCED 99.6% +19.1% ❌ 1,200 -279,653 -99.6% 0.00% $176 2024-01-29 $161.26
2023 Q4 REDUCED — — — 280,853 -13,390 -4.6% 1.64% $40.7M 2024-01-29 $161.26
39 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 Valeo Financial Advisors, LLC and AMZN

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

How long has Valeo Financial Advisors, LLC reported owning AMZN?

Valeo Financial Advisors, LLC reported AMZN across 19 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMZN position in Valeo Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.76% in 2024 Q1.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when Valeo Financial Advisors, LLC reported 500 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this AMZN ownership page compare?

The chart compares Valeo Financial Advisors, LLC'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.

How well did Valeo Financial Advisors, LLC time their AMZN position?

Based on 13F filing dates vs. subsequent AMZN price moves, Valeo Financial Advisors, LLC correctly timed 28 out of 54 reported position changes (52%). The annualised alpha on AMZN relative to SPY over the holding period was +3.4%.

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