Position in AZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,330
-$3,092 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,119
of 1,260 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $100,130 across 3 Auto Parts names. AZO ranks #1 (54.3% of the industry book) .
All Filings in AZO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,330 | 17 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,422 | 17 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,481 | 14 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,063 | 14 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $51,971 | 14 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $53,378 | 14 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,828 | 14 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $47,250 | 15 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $71,138 | 24 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $75,639 | 24 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $62,054 | 24 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $60,959 | 24 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $59,840 | 24 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $58,995 | 24 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $56,722 | 23 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||