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Disclosery

Dakota Wealth Management: AZO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on AZO, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 110 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $351,554.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 124 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $418,845.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 148 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $501,942.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 180 shares
    Change vs previous 13F -133 shares

    0.02% of the 13F portfolio, value $772,244.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 313 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $1,161,929.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 263 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $1,002,763.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 276 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $883,752.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 301 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $948,163.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).