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Disclosery

Copperwynd Financial, LLC: STZ position timeline

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

Copperwynd Financial, LLC held 3,715 STZ shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,715 shares
    Change vs previous 13F -216 shares

    0.15% of the 13F portfolio, value $604,347.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,931 shares
    Change vs previous 13F +1,055 shares

    0.2% of the 13F portfolio, value $721,413.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,876 shares
    Change vs previous 13F -262 shares

    0.18% of the 13F portfolio, value $635,630.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,138 shares
    Change vs previous 13F +80 shares

    0.24% of the 13F portfolio, value $808,693.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,058 shares
    Change vs previous 13F +279 shares

    0.24% of the 13F portfolio, value $749,673.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,779 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $755,314.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,779 shares
    Change vs previous 13F +43 shares

    0.27% of the 13F portfolio, value $671,785.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,736 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $687,718.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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