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Amazon shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Amazon

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All positions including Amazon held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $742k 4.9k 151.94
2023-09-30 $622k 4.9k 127.12
2023-06-30 $603k 4.6k 130.36
2023-03-31 $452k 4.4k 103.29
2022-12-31 $381k 4.5k 84.00
2022-09-30 $512k 4.5k 112.90
2022-06-30 $450k 4.2k 106.06
2022-03-31 $1.1M 334 3257.49
2021-12-31 $1000k 300 3333.33

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding Amazon

Vanguard Group
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Legal & General Group
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Citadel Advisors
Jennison Associates
Royal Bank of Canada
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