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Disclosery

Creative Planning: AZO position timeline

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

Creative Planning held 4,587 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,587 shares
    Change vs previous 13F -612 shares

    0.01% of the 13F portfolio, value $14,658,638.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 5,199 shares
    Change vs previous 13F +769 shares

    0.01% of the 13F portfolio, value $17,560,813.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 4,430 shares
    Change vs previous 13F -754 shares

    0.01% of the 13F portfolio, value $15,023,181.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 5,184 shares
    Change vs previous 13F +1,620 shares

    0.02% of the 13F portfolio, value $22,239,560.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 3,564 shares
    Change vs previous 13F +675 shares

    0.01% of the 13F portfolio, value $13,231,075.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 2,889 shares
    Change vs previous 13F +111 shares

    0.01% of the 13F portfolio, value $11,016,220.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 2,778 shares
    Change vs previous 13F +259 shares

    0.01% of the 13F portfolio, value $8,894,509.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 2,519 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,933,375.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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