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Evercore Wealth Management, LLC: AZO position timeline

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

Evercore Wealth Management, LLC held 51,587 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,587 shares
    Change vs previous 13F +162 shares

    2.33% of the 13F portfolio, value $164,868,957.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    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 51,425 shares
    Change vs previous 13F -536 shares

    2.73% of the 13F portfolio, value $173,702,336.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    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 51,961 shares
    Change vs previous 13F +371 shares

    2.58% of the 13F portfolio, value $176,225,731.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    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 51,590 shares
    Change vs previous 13F -1,312 shares

    3.25% of the 13F portfolio, value $221,333,482.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    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 52,902 shares
    Change vs previous 13F -1,636 shares

    3.05% of the 13F portfolio, value $196,384,391.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    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 54,538 shares
    Change vs previous 13F -2,974 shares

    3.35% of the 13F portfolio, value $207,941,395.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    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 57,512 shares
    Change vs previous 13F -379 shares

    2.76% of the 13F portfolio, value $184,153,424.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    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 57,891 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $182,358,966.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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