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Disclosery

HCR Wealth Advisors: AZO position timeline

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

HCR Wealth Advisors held 1,504 AZO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,504 shares
    Change vs previous 13F -39 shares

    0.43% of the 13F portfolio, value $4,806,693.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 1,543 shares
    Change vs previous 13F +16 shares

    0.54% of the 13F portfolio, value $5,211,914.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 1,527 shares
    Change vs previous 13F -3 shares

    0.51% of the 13F portfolio, value $5,178,820.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 1,530 shares
    Change vs previous 13F +25 shares

    0.67% of the 13F portfolio, value $6,508,176.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 1,505 shares
    Change vs previous 13F +42 shares

    0.66% of the 13F portfolio, value $5,586,906.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 1,463 shares
    Change vs previous 13F -186 shares

    0.73% of the 13F portfolio, value $5,578,097.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 1,649 shares
    Change vs previous 13F +43 shares

    0.66% of the 13F portfolio, value $5,280,098.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 1,606 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,058,964.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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