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Badgley Phelps Wealth Managers, LLC: STZ position timeline

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

Badgley Phelps Wealth Managers, LLC held 5,418 STZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,418 shares
    Change vs previous 13F -302 shares

    0.01% of the 13F portfolio, value $753,590.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, 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 5,720 shares
    Change vs previous 13F +250 shares

    0.02% of the 13F portfolio, value $858,000.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, 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 5,470 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $754,642.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, 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 5,784 shares
    Change vs previous 13F -58 shares

    0.02% of the 13F portfolio, value $778,932.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, 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 5,842 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $950,377.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, 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 5,771 shares
    Change vs previous 13F -254 shares

    0.03% of the 13F portfolio, value $1,059,094.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, 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 6,025 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,331,525.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, 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 6,025 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,552,583.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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