Position in AZO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,374,583
+$618,138 QoQ
Shares Held
743
+42.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#482
of 1,260 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,199,104 across 4 Auto Parts names. AZO ranks #1 (74.2% of the industry book) .
All Filings in AZO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,374,583 | 743 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,756,445 | 520 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,956,895 | 577 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,629,917 | 613 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,171,654 | 585 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,903,238 | 1,219 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,798,948 | 1,206 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,401,688 | 1,485 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,878,754 | 1,548 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,565,556 | 1,379 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,931,904 | 1,548 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $35,420,673 | 14,206 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,751,603 | 1,933 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,304,752 | 2,151 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $4,031,111 | 1,882 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,419,908 | 1,126 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,328,776 | 1,139 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,322,799 | 1,108 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,740,438 | 1,025 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,434,023 | 961 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $894,539 | 637 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $259,611 | 219 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $249,659 | 212 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $217,726 | 193 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $340,938 | 403 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||