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EverSource Wealth Advisors, LLC: AZO position timeline

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

EverSource Wealth Advisors, LLC held 2,788 AZO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,788 shares
    Change vs previous 13F -237 shares

    0.3% of the 13F portfolio, value $8,908,843.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, 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/A 3,025 shares
    Change vs previous 13F +234 shares

    0.31% of the 13F portfolio, value $10,214,745.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, 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 2,791 shares
    Change vs previous 13F -97 shares

    0.35% of the 13F portfolio, value $9,464,153.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, 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 2,888 shares
    Change vs previous 13F +5 shares

    0.49% of the 13F portfolio, value $12,388,283.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, 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 2,883 shares
    Change vs previous 13F +98 shares

    0.48% of the 13F portfolio, value $10,700,689.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, 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 2,785 shares
    Change vs previous 13F +25 shares

    0.58% of the 13F portfolio, value $10,618,631.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, 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 2,760 shares
    Change vs previous 13F +17 shares

    0.5% of the 13F portfolio, value $8,837,520.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, 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 2,743 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,640,559.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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