Position in AZO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$479,644
+$8,226 QoQ
Shares Held
142
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026KFG WEALTH MANAGEMENT, LLC holds $496,733 across 1 Auto Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
5,394 | $496,733 |
All Filings in AZO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,644 | 142 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $471,418 | 139 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $682,148 | 159 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $679,338 | 183 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $682,487 | 179 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $531,532 | 166 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $507,156 | 161 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $477,220 | 161 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $491,657 | 156 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $395,598 | 153 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $396,238 | 156 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $339,096 | 136 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||