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Disclosery

NewEdge Wealth, LLC: AZO position timeline

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

NewEdge Wealth, LLC held 24,322 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,322 shares
    Change vs previous 13F +723 shares

    0.78% of the 13F portfolio, value $77,732,778.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 23,599 shares
    Change vs previous 13F +1,962 shares

    0.95% of the 13F portfolio, value $79,711,001.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 21,637 shares
    Change vs previous 13F +1,289 shares

    0.83% of the 13F portfolio, value $73,383,344.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 20,348 shares
    Change vs previous 13F -218 shares

    1.07% of the 13F portfolio, value $74,510,913.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 20,566 shares
    Change vs previous 13F +752 shares

    1.31% of the 13F portfolio, value $83,506,371.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 19,814 shares
    Change vs previous 13F -456 shares

    1.37% of the 13F portfolio, value $75,544,806.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 20,270 shares
    Change vs previous 13F +917 shares

    1.13% of the 13F portfolio, value $64,903,182.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 19,353 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $60,963,783.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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