Position in AZO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,236,828
-$394,639 QoQ
Shares Held
387
-19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#605
of 1,260 holders
Holding Since
Sep 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,982,412 across 4 Auto Parts names. AZO ranks #2 (31.1% of the industry book) .
All Filings in AZO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,828 | 387 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,631,467 | 483 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,675,401 | 494 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,741,837 | 406 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,525,726 | 411 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,406,915 | 369 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,264,790 | 395 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,168,664 | 371 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $702,491 | 237 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $668,149 | 212 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $579,176 | 224 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $436,878 | 172 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||