Position in AZO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,783
-$728 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,194
of 1,260 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $32,033 across 4 Auto Parts names. AZO ranks #1 (39.9% of the industry book) .
All Filings in AZO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,783 | 4 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,511 | 4 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,391 | 1 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||