AMZN AMAZON COM INC

Ownership history in W ADVISORS, LLC  ·  14 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported AMAZON COM INC (AMZN) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.03% in 2024 Q4. The latest visible filing shows AMZN at 0.97% 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 W ADVISORS, LLC'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 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% 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 W ADVISORS, LLC 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 8,395 +123 +1.5% 0.97% $1.9M 2026-02-14 (Est.) $198.79
2025 Q3 ADDED 8,272 +277 +3.5% 0.96% $1.8M 2025-11-14 $234.69
2025 Q2 REDUCED 7,995 -8 -0.1% 1.01% $1.8M 2025-08-07 $223.13
2025 Q1 ADDED 8,003 +395 +5.2% 0.95% $1.5M 2025-05-13 $211.37
2024 Q4 ADDED 7,608 +116 +1.5% 1.03% $1.7M 2025-01-22 $235.01
2024 Q3 ADDED 7,492 +665 +9.7% 0.86% $1.4M 2024-10-28 $188.39
2024 Q2 ADDED 6,827 +229 +3.5% 0.87% $1.3M 2024-08-06 $161.93
2024 Q1 ADDED 6,598 +153 +2.4% 0.82% $1.2M 2024-04-25 $173.67
2023 Q4 REDUCED 6,445 -374 -5.5% 0.73% $979K 2024-02-06 $169.15
2023 Q3 ADDED 6,819 +703 +11.5% 0.71% $867K 2023-11-13 $142.59
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About W 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 W ADVISORS, LLC reported owning AMZN?

W ADVISORS, LLC reported AMZN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMZN position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AMZN was 1.03% in 2024 Q4.

What is the latest reported AMZN position on this page?

The most recent filing on this page is 2025 Q4, when W ADVISORS, LLC reported 8,395 shares, equal to 0.97% of portfolio, with an estimated market value of $1.9M.

What does the chart on this AMZN ownership page compare?

The chart compares W 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.

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