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OKABENA INVESTMENT SERVICES INC: AZO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OKABENA INVESTMENT SERVICES INC on AZO, newest first. How the timeline and the estimate are built.

OKABENA INVESTMENT SERVICES INC held 404 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404 shares
    Change vs previous 13F +20 shares

    0.23% of the 13F portfolio, value $1,291,160.

    13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES INC
    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 384 shares
    Change vs previous 13F +384 shares

    0.25% of the 13F portfolio, value $1,297,068.

    13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -615 shares

    13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 615 shares
    Change vs previous 13F -117 shares

    0.51% of the 13F portfolio, value $2,283,021.

    13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 732 shares
    Change vs previous 13F -29 shares

    0.7% of the 13F portfolio, value $2,790,955.

    13F-HR 0000897101-25-000252 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 761 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,436,722.

    13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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