Focus Partners Wealth: AZO position timeline

Focus Partners Wealth held 15,002 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 15,002 shares

   Change vs previous 13F +251 shares

   0.04% of the 13F portfolio, value $47,949,788.

   13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • Focus Partners Wealth: 14,562 shares
   • Focus Partners Advisor Solutions, LLC: 440 shares

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

2. period ended2026-03-31

   13F 14,751 shares

   Change vs previous 13F -4,345 shares

   0.05% of the 13F portfolio, value $49,832,645.

   13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • Focus Partners Wealth: 14,455 shares
   • Focus Partners Advisor Solutions, LLC: 296 shares

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

3. period ended2025-12-31

   13F 19,096 shares

   Change vs previous 13F +3,738 shares

   0.07% of the 13F portfolio, value $64,796,033.

   13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • Focus Partners Wealth: 18,784 shares
   • Focus Partners Advisor Solutions, LLC: 312 shares

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

4. period ended2025-09-30

   13F 15,358 shares

   Change vs previous 13F +4,547 shares

   0.09% of the 13F portfolio, value $64,725,012.

   13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • Focus Partners Wealth: 14,935 shares
   • Focus Partners Advisor Solutions, LLC: 423 shares

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

5. period ended2025-06-30

   13F 10,811 shares

   Change vs previous 13F -14 shares

   0.07% of the 13F portfolio, value $40,129,779.

   13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • Focus Partners Wealth: 10,443 shares
   • Focus Partners Advisor Solutions, LLC: 368 shares

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

6. period ended2025-03-31

   13F/A 10,825 shares

   Change vs previous 13F -160 shares

   0.09% of the 13F portfolio, value $41,277,344.

   13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
   Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Focus Partners Wealth: 10,636 shares
   • Focus Partners Advisor Solutions, LLC: 189 shares

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

7. period ended2024-12-31

   13F/A 10,985 shares

   Change vs previous 13F +391 shares

   0.08% of the 13F portfolio, value $35,176,066.

   13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
   Filed 2025-05-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • Focus Partners Wealth: 10,645 shares
   • Focus Partners Advisor Solutions, LLC: 340 shares

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

8. period ended2024-09-30

   13F 10,594 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $33,371,820.

   13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • Focus Partners Wealth: 10,460 shares
   • Focus Partners Advisor Solutions, LLC: 134 shares

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