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Kestra Advisory Services, LLC: AZO position timeline

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

Kestra Advisory Services, LLC held 5,298 AZO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,298 shares
    Change vs previous 13F -107 shares

    0.04% of the 13F portfolio, value $16,931,499.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,966 shares
    • Kestra Advisory Services, LLC: 2,332 shares

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

  2. period ended2026-03-31
    13F 5,405 shares
    Change vs previous 13F +110 shares

    0.05% of the 13F portfolio, value $18,256,276.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 2,405 shares

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

  3. period ended2025-12-31
    13F 5,295 shares
    Change vs previous 13F +421 shares

    0.06% of the 13F portfolio, value $17,958,494.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,913 shares
    • Kestra Advisory Services, LLC: 2,382 shares

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

  4. period ended2025-09-30
    13F 4,874 shares
    Change vs previous 13F +258 shares

    0.07% of the 13F portfolio, value $20,911,265.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,929 shares
    • Kestra Advisory Services, LLC: 1,945 shares

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

  5. period ended2025-06-30
    13F 4,616 shares
    Change vs previous 13F +21 shares

    0.06% of the 13F portfolio, value $17,135,654.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,650 shares
    • Kestra Advisory Services, LLC: 1,966 shares

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

  6. period ended2025-03-31
    13F 4,595 shares
    Change vs previous 13F -83 shares

    0.07% of the 13F portfolio, value $17,519,724.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,730 shares
    • Kestra Advisory Services, LLC: 1,865 shares

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

  7. period ended2024-12-31
    13F 4,678 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $14,978,956.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,755 shares
    • Kestra Advisory Services, LLC: 1,923 shares

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

  8. period ended2024-09-30
    13F 4,559 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,361,033.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,740 shares
    • Kestra Advisory Services, LLC: 1,819 shares

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