Position in AZO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,932
-$59,290 QoQ
Shares Held
66
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,027
of 1,260 holders
Holding Since
Mar 2024
10 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, 2026Legacy Financial Advisors, Inc. holds $1,679,400 across 4 Auto Parts names. AZO ranks #4 (12.6% of the industry book) .
All Filings in AZO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,932 | 66 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $270,222 | 80 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $223,839 | 66 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $416,153 | 97 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $274,705 | 74 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $282,145 | 74 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $220,938 | 69 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $220,502 | 70 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $219,343 | 74 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $226,918 | 72 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||