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Altrius Capital Management Inc: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altrius Capital Management Inc on STZ, newest first. How the timeline and the estimate are built.

Altrius Capital Management Inc held 39,142 STZ 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 39,142 shares
    Change vs previous 13F +2,100 shares

    1.03% of the 13F portfolio, value $5,444,377.

    13F-HR 0001940646-26-000007 filed by Altrius Capital Management 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 37,042 shares
    Change vs previous 13F +452 shares

    1.11% of the 13F portfolio, value $5,556,445.

    13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 36,590 shares
    Change vs previous 13F +7,349 shares

    1.07% of the 13F portfolio, value $5,047,989.

    13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
    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 29,241 shares
    Change vs previous 13F +4,056 shares

    0.9% of the 13F portfolio, value $3,937,936.

    13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,185 shares
    Change vs previous 13F +789 shares

    0.96% of the 13F portfolio, value $4,097,210.

    13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
    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 24,396 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,477,212.

    13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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